How to use Myddleware

To start, you must create your connectors in Myddleware.

To do this, click on the " Connector " tab, then on " Creation ".

Let's start with Salesforce.

A. Creation of the Salesforce Connector :

To create your Salesforce connector, you will need :

- Your username and your password

- Your token and box number

- Your Consumer key and your consumer secret

Here are the steps to follow if you cannot find your security token :

1. Log into Salesforce with your login and password.
2. From the homepage of your account, click on your username then on "My Settings".
3. Then choose "Personal"
4. Finally, click on "Reset my security token" (You will receive it by email)

 

To find your Consumer Key and Consumer Secret, follow these steps :

You need to create an app.

From the Setup view, enter "Apps" in the Quick Find box, then select "Apps". Select "Create", then "Apps".

Create a connected app by clicking on "New"

After typing your App's Name, API name and email address, enable OAuth Settings.

Enter your Salesforce URL and choose "Full access". Then save.

 

You will be redirected to the presentation page of your app.

There you'll find your Consumer Key and Consumer Secret.

 

Enter the relevant information in Myddleware :

Congratulations ! You've created your Salesforce connector !

You must now create your PrestaShop connector.

B. Creation of the Prestashop connector :

 

Then click on "enable webservice". Save if the webservice is not activated, then click on "Add new webservice key" (see the black arrow)

 

Finally, click on "Generate", set the "Status" to Yes and select the check boxes "View", "Edit", "Add" and "Fast view", as indicated below.

Save and take up your API key to create your connector.

Congratulations ! Now that you have created both connectors, you can create a rule.

C. Creation of a data integration rule :

Rules are very important in Myddleware : they allow you to synchronize and migrate data the way you need it to be.

Let's get into how you can create a rule to match your needs. 

Go to "Rules", then click on "Creation", as showed below :

Here is the interface :

1. Name the rule you want to create. For this example, we want to create a rule between Prestashop and Salesforce to sync customers. You can name your rule "PS_SF_Customers".

2. On the left, you have 'source'. Those are the solutions you want to read the data from. Choose Prestashop.

3. On the right, your have 'target'. Those are the solutions you want to send the data to. Choose Salesforce.

Once you've chosen the solutions, choose a connector. More than one connector may exist. For example if you have two Prestashop accounts, you must create a connector for each one.

Once you're connected, there are two options : "Modules Selection" OR "Default template selection".

The default templates are rules already created by the Myddleware team to help you save time. You can learn more about this here.

If you select "Modules Selection", you must choose the source module and the target module. In our example, we want to transform Prestashop customers into contacts in Salesforce. Select the "Customers" module beneath Prestashop and the "Contact" module beneath Salesforce. Then click on "Go to the fields mapping "

Below are the numbered steps. Do not worry, not all are mandatory, except the first and last ones.

 

1. Fields Mapping

Simply choose the source fields you want to transfer and drag them in the desired target field. In the example below, we choose the "lastname field" (name of contact) and place it in the "LastName field".

Mandatory fields are marked by a black star. In this case, the "LastName" field is mandatory.

We have also dragged the source app "notes" field and placed it in the target app "description" field. If you do so, you will notice that in the "description" field appears a simple formula written in blue : it indicates the number of notes that will be transferred into the "description" field in Salesforce. 

If for instance there are 245 notes, you will see "Note: 245". To learn all about formulas, check this article.

 

2. Data simulation

Everything is explained in the "Help" section. The "Simulation" step enables you to verify that the source data will be sent to the different target fields.

 

3. Relationships

Check our article on relationships. This option enables you to link two different rules.

 

4. Filters

Find more about filters here. This option enables you to filter your data and choose which data will be transferred or not. For instance, you could choose to filter out male contacts, to keep only female contacts, in case you want to launch a targetted advertising campaign. 

 

5. Validation

Before validating the rule, you can set the deduplication option in order to avoid duplicates. In the example below, we clicked on the "LastName" button : if a customer in PrestaShop has a username corresponding to a contact name in Salesforce, this option prevents you from having two contacts bearing the same name in Salesforce. The contact in Salesforce will not have his information overwritten by the Prestashop client. 

FYI : if we had clicked on the "Email" button, it would have appeared in red because we didn't complete the "Email" field in the mapping of fields.

 

6. Rule information :

Below is the last interface. You can find all the information related to your rule :

You can review the established mapping of fields and relationships. You can always change your rule thanks to the "Edit rule" option. This information page is available from the "List of rules" menu. Click on the rule's name to access it.

 

7. Settings :

 Be mindful to check the "Settings" tab before you run the rule, as it is a very important step.

 

In the "settings tab", you can set the reference date, and the lenght of time during which Myddleware will keep the data transferred. For more information, please check our article entitled "Myddleware : Data Migration and Security".

Once you've done the last settings, go back to the "Information" tab. 

In the "Information" tab, check the "Automatic activation of the rule" box. If the button turns green, you have activate this option, which means that each time a new customer enters his data in Prestashop, it will synchronize with Salesforce, within 5 minutes maximum.

Now that you are all set, you can finally click on "run the rule" to transform your Prestashop customers into Contacts in Salesforce. Well done !

For more information :

Need help on connecting your apps and setting the rules ? Please check our forum to find the answers you are looking for.

Need more information on our services ? Please, do not hesitate to contact us.