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integrator.io release notes v6.6.1.0, June 2020

Stephen Brandt
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Note: The new and modified features in the current release apply only to the beta version of integrator.io, except where noted.

Contents

What’s new

New and improved integrator.io visual elements
The beta version is nearing its final, more intuitive, customer-responsive form, with the following changes that you’re sure to notice right away and can start using today:

  • Redesigned forms – to make building flows and configuring your integrations easier.
    • Related settings grouped more clearly together.
    • Sections containing required fields are expanded by default.
    • Labels positioned above the fields (such as text controls and drop-down lists).
  • Transfer – introducing a new category for source and destination apps.
    • For source, you can now choose to export records, listen for data, or transfer files (applicable to file provider applications, such as Amazon S3 and FTP).
    • The concept of Output mode records vs. Blob keys has been deprecated and replaced with the option to parse the transferred files. If no parsing is needed, the files will be exported and treated as files downstream (previously known as Blob keys output mode). Otherwise, the records within the files will be extracted and passed on to downstream applications.
  • Preview data panel is added to Amazon S3 and FTP connectors.
  • Dev playground moved to the Tools menu.
  • CAM (IO) and ADP Integration Apps are now available in the beta UI.

Custom settings and forms
Integration, flow, connection, export, and import resources all now support custom settings. This feature allows you to define additional settings on these resources that can then be accessed from within the logic of your flows. Configuring settings requires that you be a Manager for the given resource, and that you are in Developer mode.

In addition, you can define custom forms in your settings that allow users of your resources to control the values of the settings. Form designers can run scripts to initialize the form and to run additional logic on the settings when the form is submitted. The Dev playground contains examples of forms you can build with this feature.

Custom settings and forms are available from the Settings or Advanced section of each resource.

“Skip export field ID” option on Salesforce
You can now identify fields in Salesforce that will be excluded from a real-time export. It is useful for a couple export scenarios:

  • When you are mass-updating the records in Salesforce and don’t want to send all updates from Salesforce.
  • When exporting in a bidirectional sync flow between Salesforce and another system, this option prevents an infinite loop. (Previously, an infinite loop could result when the system wrote back to the Salesforce record, again triggering a real-time export. Defining which field to skip avoids a second export, continuing with the next valid record.) 

New connectors
Built-in connectors are now available for Salesforce FinancialForce (real-time exports not supported), Gorgias, Inspectorio, LogiSense, and Orderful.

New EDI formats supported
integrator.io is now able to export and import the following electronic data interchange (EDI) definitions, in the current UI and beta versions:

  • Ace Hardware EDI 810
  • Ace Hardware EDI 850
  • Ace Hardware EDI 856
  • Ace Hardware EDI 997
  • Generic EDI 240
  • Geodis FW 888
  • Geodis FW 940
  • Geodis FW 943
  • Geodis FW 943RACL
  • Geodis FW 944
  • Geodis FW 944RACL
  • Geodis FW 945
  • Geodis FW 947
  • Lowe’s EDI 810
  • Lowe’s EDI 850
  • Lowe’s EDI 855
  • Lowe’s EDI 856
  • MAS Supplier EDI 810
  • MAS Supplier EDI 850
  • MAS Supplier EDI 856
  • Mediaocean EDI 810
  • VSR Systems EDI 940
  • VSR Systems EDI 944
  • Wells Fargo Commercial Distribution Finance EDI 810

What’s enhanced

Advanced Field Editor provides clear context
You will encounter the Advanced Field Editor in several operations while writing code and handlebars templates in integrator.io, such as when building data URI templates, HTTP request bodies, and JSON and XML documents.

A complete revamp is currently underway toward the beta’s final release. In the current version, the following improvements have been made to make this tool more intuitive, helpful, and standard across different types of documents:

  • In order to cover multiple configurations consistently, records are always grouped as record for a single row; the records are grouped into a row[] array, if they are modeled as an array of rows
  • The records or rows are grouped within the container batch_of_records[], when the NetSuite export Batch size limit is greater than 1
  • The previous data object is being deprecated; these new structures lend themselves to consistent, simplified handlebars notation, such as {rows.0.name}
  • A Run button has been added for you to see your handlebars template evaluated on demand

New connector options
We’re continuing to improve the built-in API connectors and keep up with the providers’ features:

  • BigCommerce offers OAuth 2.0 for the authentication type
  • SurveyMonkey offers OAuth 2.0 for the authentication type
  • AS2 offers both http and https options for the My AS2 Station Configuration URL

Additional FTP options for data transfer
FTP connections have been enhanced with a Concurrency level setting to allow multiple simultaneous file transfers during export.

In addition, FTP exports now include a Batch size option for you to set the number of files processed in a single batch request.

Freeform CSV field delimiter
Previously, when editing the CSV parse options in its Advanced Field Editor, you were required to select the Column delimiter from a list of standard characters, such as comma (,) and pipe (|). Now, you can provide your own values, including multiple characters, such as ||.

What’s fixed

Token-based auth deprecated for Square
The Square connector now supports only OAuth 2.0 for the authentication type. Token-based authentication will be deprecated as of June 22.

Updated Gainsight PX logo
The Gainsight PX resources for connection, export and import feature their current logo (formerly Aptrinsic).

Options sorted in drop-down lists
Previously, items in integrator.io drop-down lists were sometimes difficult to browse – particularly in lists populated on the fly from data transfers. In most cases, they are now sorted more logically (listed numerically, then alphabetically) for quicker visual selection.

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The following articles have been added to Celigo integrator.io documentation:

The following sections and topics have been substantially revised based on customer feedback and ongoing quality efforts:

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