Skip to content

Knowledge Base

White Paper Library

Download the BPA Platform Supported Tools and Connectors Matrix

Amazon Marketplace Connector Tool 1.5

Overview The Amazon Marketplace Connector tool enables connectivity between your sales outlet in the Amazon Marketplace and BPA Platform. This in turn enables integration between Amazon Marketplace and other systems that you…

Download White Paper

Applications Platform Connector

Overview The Applications Platform Connector tool allows communication between BPA Platform and Applications Platform. All communication uses XML. You use the Connector to map BPA Platform data to Applications Platform objects and…

Download White Paper

Applications Platform Private Cloud Connector 1.3

Overview The Applications Platform Private Cloud Connector v1.3 Technical Overview introduces you to the tool. Installed as an add-on to BPA Platform, this tool provides direct communication between BPA Platform and an…

Download White Paper

BPA Platform 2020 Update 1

Overview The BPA Platform 2020 Update 1 Technical Overview introduces you to BPA Platform, a unique Business Process Management (BPM) software suite. BPA Platform enables you to build powerful automated business processes…

Download White Paper

Call COM Object

Overview The Call COM Object is an Execute tool, used to create a task step that calls third party COM Objects to provide integration with other systems, protocols, or applications. The COM…

Download White Paper

Call Stored Procedure (OLEDB)

Overview The Call Stored Procedure (OLEDB) tool allows you to create tasks that execute database stored procedures and functions to provide read, write, and automated data processing. The Call Stored Procedure (OLEDB)…

Download White Paper

Call Task Tool

Overview Call Task is an Execute tool, used when one task is required to trigger another task to run. BPA Platform data and variables can be passed between the two tasks at…

Download White Paper

Convert Recordset to XML

Overview Convert Recordset to XML is a Format tool, used to convert one or more flat-structure BPA Platform recordsets into a hierarchical XML structure. It therefore provides “translation services” between the standard…

Download White Paper

Convert XML to Recordset

Overview Convert XML to Recordset is a Format tool, used to convert XML data into a flat-format BPA Platform recordset. Such data can then be used by other tools that accept a…

Download White Paper

Create Workflow Job

Overview The Create Workflow Job tool is a Format tool used to create a task step that dynamically creates workflow jobs. A Create Workflow Job step dynamically generates one or any number…

Download White Paper

Database Query (HANA) 1.0

Overview The Database Query (HANA) v1.0 Technical Overview introduces you to the tool. Installed as an add-on to BPA Platform, this tool provides direct communication between BPA Platform and a SAP HANA…

Download White Paper

Database Query (ODBC)

Overview Database Query (ODBC) is used to create a task step that extracts records from relational database systems such as: ERP, Financial, Accounting, MRP, Production, CRM, HR, Project and Bespoke systems, and…

Download White Paper

Database Query (OLEDB)

Overview Database Query (OLEDB) is used to create a task step that extracts records from relational database systems such as: ERP, Financial, Accounting, MRP, Production, CRM, HR, Project and Bespoke systems, and…

Download White Paper

Decision

Overview The Decision tool is a General tool, used to control the flow of a task process based on the result of one or more expressions. It works by testing a sequence…

Download White Paper

Email Trigger (SMTP)

Overview The Email Trigger (SMTP) tool triggers a task to run based on the contents of incoming or outgoing mail sent via a virtual SMTP mail server. The Email Trigger (SMTP) white…

Download White Paper

File Management

Overview The File Management tool is a General tool used to carry out a number of automated actions on single or multiple files — move, copy, rename, and delete accessible files. It…

Download White Paper

Format as Flat File

Overview The Format as Flat File tool takes a BPA Platform recordset and converts it into a flat file to be used by another task step or external program. The flat file…

Download White Paper

Format as HTML

Overview Format As HTML is used to create single or multiple HTML documents, primarily using information provided by tools such as the Database Query (ODBC) tool. You can create new…

Download White Paper

Format as HTML Pro

Overview Format As HTML Pro is used to create a task step that produces single or multiple HTML documents. You can choose to create the HTML template from scratch or import a…

Download White Paper

Format as Text

Overview Format As Text is used to create a single or multiple plain text documents using information provided by tools such as Database Query (ODBC). The Format as Text white paper introduces…

Download White Paper

Import Flat File

Overview Import Flat File is an Input tool, used to: Import a delimited or fixed width file into BPA Platform Extract the file content including the file properties Output it as either…

Download White Paper

Infor CRM Tool Pack 1.3

Overview The Infor CRM Connector tool provides connectivity between BPA Platform and Infor CRM. Without this tool, it is still possible for BPA Platform to read data from an Infor CRM system.…

Download White Paper

Magento Integration Tool v1.0.17

Introduction The Magento Integration Tool v1.0.17 Technical Overview introduces the Integration tool. The Magento Integration tool provides connectivity between BPA Platform and a Magento company database. This Technical Overview introduces you to…

Download White Paper

MailChimp Integration Tool v1.0.10

Introduction The MailChimp Integration Tool v1.0.10 White Paper introduces the Integration tool. The MailChimp Integration tool provides connectivity between BPA Platform and a MailChimp database. This White Paper introduces you to all…

Download White Paper

Microsoft Dynamics 365 Business Central Connector 1.1

Overview The Microsoft Dynamics 365 Business Central Connector v1.0 Technical Overview introduces the Connector tool. The Microsoft Dynamics 365 Business Central Connector provides connectivity between BPA Platform to a Dynamics 365 Business…

Download White Paper

Microsoft Dynamics CRM Connector 1.3

Overview The Microsoft Dynamics CRM Connector tool provides connectivity between Microsoft Dynamics CRM and BPA Platform. This enables efficient integration between Dynamics CRM and other systems with which BPA Platform has connectivity.…

Download White Paper

Microsoft Exchange Tool Pack 4.4

Overview The Microsoft Exchange Tool Pack v4.4 Technical Overview introduces the Connector tool. The Microsoft Exchange Connector provides connectivity between BPA Platform and the Exchange Web Service (EWS). The tool pack includes…

Download White Paper

Microsoft SQL Server Trigger

Overview The Microsoft SQL Server Trigger tool is used to create a task step that uses the SQL Server trigger functionality to create a trigger on a specific database table. When a…

Download White Paper

Oracle Trigger

Overview The Oracle Trigger tool is used to create a task step that uses the SQL Server trigger functionality to create a trigger on a specific database table. When a specified data…

Download White Paper

Parse Text

Overview Parse Text is a General tool, used to create a task step that extracts specific text from variables populated by other steps, then maps the data to other variables for use…

Download White Paper

Print Document

Overview Print Document is an Output tool, used to create a task step that provides comprehensive print services for any process where hard-copy output is required. The Print Document step works by…

Download White Paper

Retrieve Text Message Tool

Overview The Retrieve Text Message tool is used to process inbound text messages and delivery receipts. The Retrieve Text Message white paper introduces the tool.

Download White Paper

Run Crystal Report

Overview Run Crystal Report is a Format tool, used to create a task step to automate the running of Crystal™ reports. The Run Crystal Report white paper introduces the tool.

Download White Paper

Run External Program

Overview Run External Program is an Execute tool, used to create task steps that run self-terminating shell executable programs, including .EXE and .BAT, or any file type that is associated with such…

Download White Paper

Run Microsoft Reporting Services

Overview Run Microsoft Reporting Services is a Format tool, used to create a task step that runs a report designed using Microsoft’s Reporting Services tools. It outputs the report in one of…

Download White Paper

Run Microsoft Word (Merge)

Overview Run Microsoft Word (Merge) is a Format tool, used to create a task step that creates single or multiple documents in common Microsoft™ Word™ formats, containing merged data. The tool requires…

Download White Paper

Run Sage 50 and 200 Report Tool 1.4

The Run Sage 50 & 200 Report is a Format tool, used to create a task step that automates the running of Sage Report Designer reports from BPA Platform. A Run Sage…

Download White Paper

Run VBScript

Overview Run VBScript is an Execute tool, used to create a task step that runs a VBScript, using data produced by other steps in the task. The Run VBScript white paper introduces…

Download White Paper

Sage 200 Connector Tool 4.5

Overview The Sage 200 Connector tool communicates directly with the Sage 200 application, namely with the following core modules: Financial and Commercial Sales Ledger Purchase Ledger Nominal Ledger Sales Order Processing Purchase…

Download White Paper

Sage 300 Connector v1.1

Overview The Sage 300 Connector tool allows communication between BPA Platform and a Sage 300 installation. All communication uses XML. You use the connector to map BPA Platform data to Sage 300…

Download White Paper

Sage 50 Accounts Connector Tool 2.8

The Sage 50 Accounts Connector v2.8 Technical Overview describes the features available in the Connector. The Sage 50 Accounts Connector provides connectivity between BPA Platform and a Sage 50 Accounts company database.…

Download White Paper

Sage CRM Connector 1.1

Overview The Sage CRM Connector tool allows communication between BPA Platform and a Sage CRM database. All communication uses XML. You use the Connector to map BPA Platform data to Sage CRM…

Download White Paper

Sage ERP 1000 (Line 500) Connector 3.0

Overview The Sage ERP 1000 (Line 500) Connector tool pack provides connectivity between BPA Platform and Sage ERP 1000 (Line 500), allowing you to connect with one or more companies to automate…

Download White Paper

Salesforce Connector Tool

Overview The Salesforce Connector tool allows communication between TaskCentre and Salesforce. This enables efficient integration between Salesforce and incompatible systems, via TaskCentre. The Salesforce Connector Tool Pack The tool pack consists of:…

Download White Paper

SAP Business One Integration Tool Pack 3.12

Overview The SAP Business One Integration Tool Pack Technical Overview introduces you to the capabilities and available functionality in: SAP Business One Event Agent SAP Business One Trigger tool Trigger a task…

Download White Paper

Save File

Overview Save File is an Output tool, used to create a task step that saves the output from a Format tool as one or more files on disk. You can also save…

Download White Paper

Schedule

Overview The Schedule tool is an Event tool, used to create a task step that triggers a task to be run at specific times or on a specific schedule. The Schedule white…

Download White Paper

Send Email (SMTP)

Overview Send Email (SMTP) is an Output tool, used to send emails to any SMTP-compliant mail server or service. The tool is capable of sending multiple messages in either text or HTML…

Download White Paper

Send Fax (Tobit)

Overview Send Fax (Tobit) is an Output tool, used to create a task step that sends faxes, containing static or dynamic content, to one or more recipients via the fax solutions from…

Download White Paper

Send Text Message

Overview The Send Text Message tool is used to create and send data-driven, personalised text message to employees, customers, prospects, suppliers, and so on. Sending can be automated to guarantee the timing…

Download White Paper

Shopify Integration Tool v1.0.14

Introduction The Shopify Integration Tool v1.0.14 Technical Overview introduces the Integration tool. The Shopify Integration tool provides connectivity between BPA Platform and a Shopify company database. This Technical Overview introduces you to…

Download White Paper

SYSPRO Connector 1.0

Overview The SYSPRO Connector v1.0 Technical Overview introduces the new Connector tool. The SYSPRO Connector provides connectivity between BPA Platform and the SYSPRO API. The tool pack includes a separately installed Agent…

Download White Paper

Transfer File (FTP)

Overview Transfer File(FTP) is an Output tool, used to create a task step that uploads or downloads files to and from specified FTP servers. This is a powerful tool which can be…

Download White Paper

Transform Data Tool

Overview Transform Data enables a new structure to be created from an existing XML or recordset data source, or for an XML structure to be created from new. The output generated by…

Download White Paper

Web Service Connector Tool 1.1

Overview The Web Service Connector tool enables communication with a wide range of web services, using both SOAP and REST. It is capable of working with XML and JSON, allowing you to…

Download White Paper

WooCommerce Integration Tool v1.0.15

The WooCommerce Integration Tool v1.0.15 Technical Overview introduces the Integration tool. The WooCommerce Integration tool provides connectivity between BPA Platform and a WooCommerce company database. This Technical Overview introduces you to all…

Download White Paper

Workflow Job Trigger

Overview The Workflow Job Trigger tool is used to create a task step that triggers a task to run when responses from workflow jobs (see Create Workflow Job) match criteria…

Download White Paper