RequirementsΒΆ
You need following information and documents before you can create flows
Credentials
- Access to MS-SQL Server
Server name
Username
Password
Source Database name (Database from which data will be transfered to M3)
Staging Database name (Database where data will store after transformation)
- Access to Prefect cloud
Token for Prefect cloud
Project name
- Access to M3
M3 URL
ION API File
All these credential informations should be provided in credentials.yml
Modules information
For every module you want to export data from MS-SQL Server to M3 you need following information and add this to a csv file. Ideally it should be named modules.csv.
Module name (You can put any name here. This is only used to create flows)
Program name (This should be valid M3 program name where data will be exported)
Mapping excel file path (Full path for the excel file which contains the sheet used for data tranformation)
Sheet name (Name of the sheet which contains all the transformation information)
Source table name: Table name from which data will be extracted.
Stage table name: Table name where data will stored after transformation.
Modules dependencies information
You should know if a module you are exporting already depends on another module. e.g. OrderLineItems is dependent on Orders and should be transferred after Orders are transferred. This dependencies need to be provided in a csv file in a parent-child format, ideally named module_dependencies.csv