Creating a Data Map for a File Drop to Integrate with Other Applications

How to use File Drop

You can export form data to integrate with other applications using a file drop data map. Data can be exported to an XML, JSON, or CSV file. If you want to store attachments in another application, you need to set up a file drop connection in addition to the Azure or Windows file share. 

1. Open the form for which you want to create a data map.
2. Choose (Form Settings), then scroll to the right and click the Data Maps tab.
3. Click (Add button) to open the Data Mapping window.
   
4. Choose File Drop as the data map type.
   
5. Name your data map. This is the name for the set of information you’re mapping. Because you can create multiple maps for each form, use a name that helps you identify the information in the map.
6. Enter a file name and a path where you want to save the file layout, then select the merge field you want to add to the file name, if applicable.
7. Define the file layout by selecting the merge fields you want to include. If you want to include the user who submitted, and the date submitted in the mapped data, select the Submitted By and Submitted On fields.
8. If you want to preview the information that is going to be sent, click Preview to open the Preview window.
   
9. Select a form submission and the information that will be sent when the data map executes is displayed. 
10. Click Save, then click OK to close the Form Settings window.
11. Your map is set up and you can complete the integration in the other application. When forms are submitted, you should see data from the form appearing in the integrating application.
12. View the Data Maps Log to ensure the data map ran successfully. We recommend that you specify an email to send the Data Map event error log reports to ensure the right personnel is aware of the errors and failures.