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How to export Round Submissions and sync Master Data
How to create a Connection for FTP Server
Create a new connection to connect to an FTP server.
How to add an Integration to FTP
Add an integration point to the FTP connection to push the round submissions data to FTP server.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
What is the mRounds application?
mRounds helps supervisors to create operator rounds and helps operators execute round tasks, record asset data, and submit scheduled rounds with supervisors.
Use mRounds to Execute Round Tasks
This section provides the overview of the mRounds mobile application and how to use the application to inspect & execute rounds and record data of the findings.
Create Rounds and Assign Round Tasks
This section provides information on how to create rounds for asset maintenance checks and assign them to operators.
How to add Master Data
Use the Master Configuration module to add master data. As an admin, you can create master data like plants, assets, locations, units of measurements, and global response set data that can be used to create forms and rounds.
How to onboard Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
How to onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
How to export Round Submissions and sync Master Data
- How to create a Connection for FTP Server
  Create a new connection to connect to an FTP server.
  - How to add an Integration to FTP
    Add an integration point to the FTP connection to push the round submissions data to FTP server.
- How to create a Connection for ODBC Connector
  Create a new connection to connect to an ODBC connector.
- How to create a Connection for SMTP Server
  Create a new connection to connect to an SMTP server.
- How to create a Connection for SAP Server
  Create a connection to connect to an SAP server and get the master data (locations and assets) from the SAP server to the CWP application through the SAP integration.

How to add an Integration to FTP

Add an integration point to the FTP connection to push the round submissions data to FTP server.

To add an integration to FTP server:

Click the Integrations Manager module on the left side pane.
Select the FTP Server in the Connections section.
Click Add Integration on the right side.

Figure 1. Add Integration Point
In the Add Integration Point window, do the following:
1. Select the integration point (Round Submission) from the Select Integration Point drop-down.
2. Choose End of the Day or End of the Week in the Data Sync Time field to create a new .CSV file for each day or week.
3. Select date from the Start Date.
4. Enter the number of hours in the Modify Every <> Hour field to modify the .CSV file at the end of every day/week based on the selected hours.
5. Enable/Disable the Filter Tasks with Tags to send only tasks with/specific tags or with not tags.
6. Expand Column Configuration and configure or select the columns that should be displayed in .CSV file.
7. Click Save.
The Integration Point is created and you can view it in the Integrations section.

The .CSV file is generated based on data synchronization schedule and stored in the configured FTP location.