📄️ Connect eSource On eXsync
1. Open Microsoft Excel app.
📄️ Connect External Source On eXsync
1. Open Microsoft Excel app
📄️ Retrieve Data On eSource
After completing the steps to connect to the eTask source, follow these steps to retrieve data from the source and display it in the Excel file.
📄️ Retrieve Data On External Source
After completing the steps above, follow the instructions below to retrieve data from the source and display it in Excel.
📄️ Perform Actions On eSource
How to create items on eSource (Example: eTask, eFile, UPS...)
📄️ Perform Actions On External Source
How to upload files on External Source (Example:SharePoint, Dataverse...)
📄️ Review Local Data
The Review Local function allows users to review, verify, and confirm data changes made locally (when connect eXsync on Excel file) before synchronizing or submitting them to the main system (server). It acts as an intermediate validation step to ensure accuracy and integrity of local edits.
📄️ Review Service Data
Review Server is a function used to authenticate, compare and synchronize data between local data (Review Local) and actual data on the server (eg. SharePoint source...) before users perform Sync (official synchronization).
📄️ Synchronization Data
The Sync function is used to officially synchronize and update data between the local system and the server after completing the Review Local and Review Server steps.
