Getting Started

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Getting started
Getting started introduction
Get started with your Source Destination integration journey here. Source Destination integration can sync entities uni or bi-directionally. To see the full list of available fields, please read the Exalate API Reference for Source...
Install Exalate
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Choose the Connection Type and Configuration Mode
After installation, you need to create a Connection between the 2 instances.  A connection defines the scope of your synchronization. It describes which entities must be synced and how  they can be synced. For setting up a C...
Start Synchronizing in Visual mode
What's Next?  Well done! You have successfully completed your "Getting Started" journey. But there's more. Options you can consider next:  If you have chosen to automatically start the synchronization in the previous step, sit back and relax! ...
Start Synchronizing in Basic Mode
Start Synchronizing You can sync your first entity in Exalate to see how it works: enter the entity URN on the previous screen and click Exalate .  When syncing your first entity, you see the status of your sync. The links to both entities a...
Start Synchronizing in Script Mode
Configure the Synchronization (Optional) Set up Sync Rules  Once you test the Connection, you can choose to configure the synchronization behavior with the help of Sync Rules (Groovy-based scripts) and  1. Edit your Connection. ...
Create an Account in the New Exalate Console
Step-by-step guide to creating an account in the new Exalate console. Learn how to sign up, verify your email, and start managing cross-platform synchronizations.
Login to New Exalate
Activate your New Exalate account, verify your email, create a password, and set up mandatory one-time password (OTP) authentication to sign in securely.
Create and Manage Workspaces
Learn how to create and manage your workspaces in the new Exalate console. Workspaces help you organize and manage your integrations and connections efficiently.
Add New Users to the Workspace
Invite other users to manage your Exalate Workspace by assigning them the same admin rights you currently have.
Create a Connection in the New Exalate Console
This guide walks you through creating a connection in new Exalate console and setting it up.
Import Nodes and Connections
To structure your workspaces in the new Exalate Console, you need to import your existing Exalate nodes from the Classic Console along with their connections, so they are managed from a single place.
Approving Node Import Requests in Exalate Classic Console
When a new console user requests to import a node, the admin in the Exalate Classic Console needs to approve or decline the request. Learn more about it.
Manage Connection
In the new Exalate console, you can modify sync rules and manage configuration between your systems. Work with both sides of the connection on a single screen.
Using Aida AI for Script Configuration
Learn how to use Aida AI in Exalate’s script editor to generate and modify synchronization scripts using natural language prompts for both incoming and outgoing data.
TestRun Configuration
Learn how to use TestRun in the new Exalate console to simulate and refine your sync configuration. Test sync rules on specific entities before publishing changes.
Connection Details Overview
Explore the connection details overview in the new Exalate console. Learn how to manage sync rules, triggers, and statistics to optimize your integration workflow.