v5.0 - v5.5 Data Sync Documentation
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          • REST API XML Example
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          • Snowflake Source XML Example
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      • Supported Sync Targets
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          • Snowflake Table Target XML Example
        • SOAP 1.2 Web Service
    • Common Design Patterns
    • Testing a Data Sync
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  • 1. Source Filters
  • 2. Source Filter Examples:

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  1. Builder Guide
  2. Configuring a Data Sync
  3. Connections Experience & XML Config Reference
  4. Source Config Reference

Source Filter

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Last updated 2 years ago

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1. Source Filters

When syncing a Data Source, you may have the option to add in additional configuration sections, such as a Filter, under the "Add a Section" drop down tab in the Connection Experience (Image 1).

Note that if your source only has one of the listed options, it will appear by default instead of in a drop-down.

A filter on your source is optional. It relies on a source specific syntax for filtering out records from your source target. The filter can reference execution parameters.

Source

Definition

File

For a file data sources (delimited, fixed width & Excel) the syntax conforms to the .NET frameworks RowFilter on a DataView

Salesforce

For Salesforce syntax is the SOQL where clause (without the where expression)

Dynamics

For Dynamics syntax is the OData $filter clause (without the $filter=expression)

Cinchy

For Cinchy syntax is the CSQL where clause (without the where expression)

SqlServer

For SqlServer the syntax is the T-SQL where clause (without the where expression)

This is only available if using a table, not a query. For queries, include the filter in the query itself.

There can only be one <Filter> for each source or target. To specify more than one condition, use AND/OR to allow logical combination of multiple expressions.

2. Source Filter Examples:

Example 1: Using a filter to sync only source records with [net worth] > 100000

Example 2: Using a filter to sync only source records with a status like "Complete"

Image 1: Adding a Filter