filemaker pro server can you import reords manually

FileMaker Pro Server: Can You Import Records Manually?

Microsoft Planner is a powerful tool for teams to organize and prioritize tasks, but did you know that you can integrate it with FileMaker Pro Server? In this article, we'll explore how to manually import records from Microsoft Planner into your FileMaker Pro database.

To get started, you'll need to configure the CData ODBC driver in FileMaker Pro. This driver allows you to connect to Microsoft Planner data and query it as if it were a local database. Here's how:

1. Extract the access token from the callback URL and authenticate requests using the OAuth process.

2. Log in and grant permissions to the Driver, which will open the MS Planner OAuth endpoint in your default browser.

3. Set the Tenant (optional) property if you wish to authenticate to a different tenant than your default.

4. Set the InitiateOAuth property to GETANDREFRESH to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.

Once you've configured the driver, you can connect without setting any connection properties for your user credentials. To create a DSN (data source name) on Windows or Unix-based systems like Mac OS X and Linux, refer to the 'Getting Started' chapter of the CData ODBC driver help documentation.

Now that you have the driver installed, let's manually import records from Microsoft Planner into FileMaker Pro. First, open your FileMaker Pro database and navigate to the layout where you want to display the Microsoft Planner data.

Next, click on the 'Import Records' button in the ribbon and select the ODBC connection you created earlier. This will bring up a dialog box where you can specify the query parameters and mapping for the imported data.

In the 'Query' field, enter the SQL query that will retrieve the records from Microsoft Planner. For example: `SELECT * FROM Tasks WHERE Status = 'Active'`.

In the 'Mapping' field, map the fields in your FileMaker Pro database to the corresponding fields in the Microsoft Planner data. For example, you could map the 'Task Name' field in FileMaker Pro to the 'Title' field in Microsoft Planner.

Finally, click 'Import' to bring in the records from Microsoft Planner into your FileMaker Pro database.

With this manual import process, you can easily integrate Microsoft Planner data with your FileMaker Pro database and create powerful data visualizations to help your team stay organized and focused.

Filemaker pro server can you import reords manually