Create data in Captio
This documentation will guide you through the data creation process on the Captio platform.
To carry out this user guide, you must have the following sections configured:
Innova Online setup: You must have the
Customer idconfigured (Innova Online setup).
Captio Connect setup: You must have the soluction configured as indicated in the section
Captio Connect setup(Captio Connect setupt).
The creation of data in Captio is carried out form
Setup > Setup > Captio Connect setup > Create data.
Once the system is configured to be able to export data to Captio, the process to follow is detailed.
To create projects in Captio, the
Synchronize job field must be activated in the Captio Connect configuration screen.
Create data > Create jobs action the data corresponding to the jobs will be created in Captio as custom fields.
To create dimensions in Captio, the
Synchronize Code department and/or
Synchronize code customergroup fields must be activated in the Captio Connect setup screen.
From the action
Create data > Create dimensions the dimensions will be created as custom fields in the Captio platform.
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