Connecting Salesmatrix SWOT to ODBC, ADO and SQL Server using Upload Service

Root Folder > Connections

Introduction

This utility was created to install as a service on a client-side server. The design was for the service to continually run, start automatically as a machine is started, and run on a cycle with the time length determined at the time of installation.
It uses encrypted, token protected and API coded REST calls to ensure security of connection between client and server. Only your filtered specific data will be transmitted to the cloud and only our cloud server has the ability to decrypt and use the data packets that are sent.
 
On the server-side, the configuration is managed by the SWOT administration utility – a web based configuration platform. This is located at https://customerswot.com/Admin/

Client-Side Installation

The client-side software is available at the following location:
https://salesmatrix.com/downloads/ using the download button in the Salesmatrix SWOT Upload Service section. Unzip the file and run the setup.exe
 
The installation welcome screen
1 Leave this setting as it is unless otherwise advised
 
2 Enter the token string you received when setting up this company
3 Time in seconds (600=10 minutes. 3600=1hour) for how long the data transfer should take
4 How often the service should check if the update should run.
 
Choose the default installation location unless advised otherwise.
Now open Services – type ‘Services’ at the Windows prompt.
Find the Service call ‘SWOTDataTransferService’. You might need to refresh if Services was open prior to installation
 
 
By default the service should be set to run automatically (After a machine restart). After installation, the service will not be running. Start the service manually the first time.
Ensure that the login object/account is compatible with the data connection that will be used in the data transfer.
It may be better to change the Login from Local System to a Local User and enter that user’s password.
 
 

Server-side configuration.

This is done at the site https://customerswot.com/Admin/
 
After logging in (using the login email and password given when creating the company account) click on the connection button on the left menu list.
If there is a default script currently set up, we will have to add a ‘REST’ command line as the first command of the connection process. Click on Add Stage and add a stage similar to the one below.
 
For more details of the syntax on the steps check out the article Parameters for loadind data to SWOT 
 
 
Article ID: 42, , Modified: February 20, 2024 at 3:04 PM

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