Source Filter

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).

Image 1: Adding a Filter

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.

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"

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