Skip to content

White Paper Library

BPA Platform Tools

Amazon Marketplace Connector Tool v1.5 White Paper

Amazon Marketplace Connector Tool v1.5

The Amazon Marketplace Connector tool provides a straightforward way of enabling connectivity between your sales outlet in the Amazon Marketplace and BPA Platform. This enables integration between Amazon Marketplace and other systems that you use to process orders that BPA Platform can connect to.

Read article
Applications Platform Connector

Applications Platform Connector Tool

The Applications Platform Connector tool allows communication between Applications Platform and BPA Platform. All communication uses XML. You use the Connector to map BPA Platform data to Applications Platform objects and operations. The XML responses received back from Applications Platform can be saved to file, or passed to another BPA Platform tool for further processing. The responses can include details of the object requested, any errors, or the values of any automatically generated ID fields.

Read article
Applications Platform Private Cloud Connector v1.3 Technical Overview

Applications Platform Private Cloud Connector v1.3

The Applications Platform Private Cloud Connector tool allows communication between an Applications Platform Private Cloud tenant and BPA Platform. All communication uses XML. You use the Connector to map BPA Platform data to Applications Platform Private Cloud objects and operations.

Read article
BPA Platform 2020 Update 1 Technical Overview

BPA Platform 2020 Update 1

Business Process Management (BPM) software is a powerful technology, enabling organisations to streamline business systems through the automation of processes and communications across multiple systems, databases, and people — leading to improvements in process efficiency across the whole business.

Read article
Tools

BPA Platform 2021

Business Process Management (BPM) software is a powerful technology, enabling organisations to streamline business systems through the automation of processes and communications across multiple systems, databases, and people — leading to improvements in process efficiency across the whole business.

Read article
Call COM Object Tool Whitepaper

Call COM Object Tool

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

Read article
Call Task Tool Whitepaper

Call Task Tool

The Call Task tool is used to trigger another task to run from the current task. If required, you can use consumed XML from another step or variables to pass task data between the two during run-time.

Read article
Convert Recordset to XML Tool

Convert Recordset to XML Tool

The Convert Recordset to XML Tool allows the conversion of one or more flat-structure BPA Platform recordsets into a hierarchical XML structure. This way, it is used to provide “translation services” between the standard BPA Platform tools, such as Database Query (ODBC), and advanced BPA Platform tools that accept XML as their input.

Read article
Convert XML to Recordset Tool

Convert XML to Recordset Tool

The Convert XML to Recordset tool is used to convert XML data into a flat-format BPA Platform recordset, allowing the data to be used by recordset-only consuming tools. This could then be used to power alerts via fax, email, or SMS, create reports, power a workflow, perform FTP transfer, and so on.

Read article
Create Workflow Job Tool

Create Workflow Job Tool

The Create Workflow Job Tool is used to create a Task Step that dynamically creates Workflow Jobs. A Workflow Job Step dynamically generates one or any number of web page(s) containing fields for completion by recipients and publishes them to a website folder on a specified web server. Each of these web pages is called a Workflow Job and can be assigned for completion to any number of recipients.

Read article
SAP HANA Query Tool | Database Query (HANA) Tool v1.0

Database Query (HANA) Tool v1.0

The Database Query (HANA) tool provides BPA Platform with direct access to an SAP HANA database. This tool allows you to design and run queries that return structured data otherwise unavailable when using the tools from the SAP Business One Integration Tool Pack.

Read article
ODBC Query Tool | Database Query (ODBC) Tool Whitepaper

Database Query (ODBC) Tool

The Database Query (ODBC) tool allows the extraction of specific information sets from relational database systems such as ERP, Financial, Accounting, MRP, Production, CRM, HR, Project, and bespoke systems. Once obtained, the data is then available to other task steps for manipulation or delivery, or both.

Read article
OLEDB Query Tool Whitepaper | Database Query (OLEDB) Tool

Database Query (OLEDB) Tool

The Database Query (OLEDB) tool allows the extraction of specific information sets from relational database systems such as ERP, Financial, Accounting, MRP, Production, CRM, HR, Project, and bespoke systems. Once obtained, the data is then available to other task steps for manipulation or delivery, or both.

Read article
Decision Tool

Decision Tool

The Decision tool is used to control the flow of a task process, based on the result of one or more expressions. The decision works by testing a sequence of Boolean (true/false) conditions in turn until an expression returns true. When a true condition is returned then that particular branch of the process is followed.

Read article
Email Trigger (SMTP) Tool Whitepaper | Event Triggered Email| event triggered email smtp

Email Trigger (SMTP) Tool

The Email Trigger (SMTP) tool triggers a task to run based on the contents of incoming or outgoing mail sent via an SMTP mail server. When an email is received, it is compared against a number of filters created in the step, defining values for the message parameters. When all filter requirements are met, the task is triggered. On receipt, each of the email parameters is exposed and their values may be mapped to variables created for the task and then used in other steps.

Read article
File Management Tool

File Management Tool

Use the File Management tool to carry out a number of automated actions on single or multiple files – move, copy, rename, and delete – either locally or across the network. Uploads to and downloads from an FTP server are also supported.

Read article
filter data tool whitepaper

Filter Data Tool

The Filter Data tool extracts a subset of data from a recordset produced by a Database Query (ODBC), Database Query (OLEDB), or Call Stored Procedure (OLEDB) step and provides the data for use in further steps.

Read article
Format as Flat File Tool

Format as Flat File Tool

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 output can be delimited or fixed width. You can also choose whether the flat file contains data for single or multiple record types.

Read article
Format as HTML Pro White Paper

Format as HTML Pro Tool

The Format as HTML Pro tool 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 pre-existing template. Recordsets and other task step properties can also be used to populate the HTML template to produce dynamic content documents. These documents can then be consumed and then delivered by Output or Execute task steps.

Read article
Format as HTML Tool

Format as HTML Tool

The Format as HTML tool 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 pre-existing template. Recordsets and other task step properties can also be used to populate the HTML template to produce dynamic content documents. These documents can then be consumed and then delivered by Output or Execute task steps.

Read article
Format as Text Tool

Format as Text Tool

The Format as Text tool creates single or multiple text documents, using information provided by Input tools such as the Database Query (ODBC) tool. It requires no global settings. If required, you can produce dynamic documents such as, alerts and notifications, or data formats such as .CSV for spreadsheets or uploading to other systems. Drag-and-drop recordset columns, variables, and properties from the Task Browser to achieve this.

Read article
Import Flat File tool

Import Flat File Tool

The Import Flat File tool imports a delimited or fixed-width file from disk into BPA Platform, extracts the file content including any file properties, then outputs it as either a recordset or as XML. The columns that make up the recordset, and the nodes and nested elements for the XML file, can either be inferred from an imported example or created manually.

Read article
Import XML Document Tool whitepaper

Import XML Document Tool

The Import XML Document tool imports an XML document to be used and processed by other task steps. To validate the XML documents at runtime, you can either import an XML schema file (XSD), inferred from an existing XML document, or manually constructed.

Read article
Infor CRM Connector Tool Pack | Infor CRM Integration

Infor CRM Connector Tool Pack v1.3

The Infor CRM Connector tool pack gives a simple, straightforward way of providing connectivity between BPA Platform and Infor CRM. It provides an easy to use user interface using a single tool to enable read and write access to and from Infor CRM installations.

Read article
Magento Integration Tool v1.0.17 White Paper

Magento Integration Tool v1.0.17

The Magento Integration tool allows communication between BPA Platform and Magento. All communication uses XML. You use the tool to map BPA Platform data to Magento objects and operations. Operations such as, ADD, UPDATE, GET, and DELETE, are supported for a variety of business objects, such as, Product, Customer and Order

Read article
MailChimp Integeration v1.0.10 White Paper

MailChimp Integration Tool v1.0.10

The MailChimp Integration tool allows communication between BPA Platform and MailChimp. All communication uses XML. You use the Integration tool to map BPA Platform data to MailChimp objects and operations. Operations such as, ADD, UPDATE, GET, and DELETE, are supported for a variety of business objects, such as, List, Campaign, and Click report.

Read article
Microsoft Dynamics 365 Business Central v1.1 Technical Overview | Microsoft Dynamics 365 Business Central Connector Tool

Microsoft Dynamics 365 Business Central Connector v1.1

Use the Microsoft Dynamics 365 Business Central Connector to send and retrieve data between BPA Platform and your Dynamics 365 Business Central installation. This allows for data to be synchronised between Dynamics 365 Business Central and third-party systems that it does not normally connect with.

Read article
Microsoft Dynamics CRM Connector Tool v1.3 White Paper

Microsoft Dynamics CRM Connector Tool v1.3

The Microsoft Dynamics CRM Connector tool is used to operate with data from/to your Microsoft Dynamics CRM system. The full range of objects in Dynamics CRM can be interacted with, for example, Accounts, Account Leads, Appointments, Calendars, Campaigns, Competitors, Contacts, Contracts, Invoices, Leads, Opportunities, Products, and so on. The range of objects and the data within them is retrieved dynamically from your installation of Dynamics CRM so that custom changes made to CRM are also included.

Read article
Microsoft Exchange Tool Pack v4.4 Technical Overview | Microsoft Exchange Integration - Codeless Platforms

Microsoft Exchange Tool Pack v4.4

Use components in the Microsoft Exchange Tool Pack to send and retrieve data from Microsoft Exchange, including: Email messages, Calendar meetings and appointments, Contacts, Task items

Read article
Microsoft SQL Server Trigger Tool

Microsoft SQL Server Trigger Tool

The Microsoft SQL Server Trigger tool uses the Microsoft SQL Server trigger functionality to create a trigger on a table of a specified SQL data source. When a specified data modification is attempted, such as an attempt to add or delete a table row, the trigger then causes a task to run.

Read article
oracle trigger tool

Oracle Trigger Tool

The Oracle Trigger tool uses the Oracle Server trigger functionality to create a trigger on a table of a specified Oracle data source. When a specified data modification is attempted, such as, an attempt to add or delete a table row, the trigger then causes a task to run.

Read article
text parser tool whitepaper | parse text tool

Parse Text Tool

The Parse Text tool extracts specific data from variables populated by other steps and then maps the data to other variables for use in further steps.

Read article
Print Document Tool

Print Document Tool

The Print Document tool allows you to produce hard-copies of documents created by other task steps. All standard printer properties are available to produce run-time-specific output.

Read article
Retrieve Text Message Tool White Paper

Retrieve Text Message Tool

Inbound messages to ToucanText can be processed using the Retrieve Text Message tool. Delivery receipts for messages sent by the Retrieve Text Message tool can also be processed.

Read article
Run Crystal Report Tool - Crystal Reports Automation Whitepaper

Run Crystal Report Tool

The Run Crystal Report tool automates the execution of SAP® Crystal Reports®. Recordsets and variables from other task steps can be consumed to dynamically populate the report at runtime. In addition, where the report requires access to a database, security credentials can be passed from in the Run Crystal Report step.

Read article
Run External Program Tool Whitepaper | Codeless Platforms

Run External Program Tool

The Run External Program tool runs self-terminating shell executable programs including .exe or .bat for example, or any file type that is associated with such a shell executable program. Programs can either be existing programs that exhibit the right attributes or programs specially created to provide integration with proprietary protocols, systems or applications.

Read article
Run Microsoft Word (Merge) Tool

Run Microsoft Word (Merge) Tool

The Run Microsoft Word (Merge) Tool is used to create a task step that creates single or multiple documents in common Microsoft Word formats containing merged data.

Read article
Run VB Script Tool Whitepaper | Codeless Platforms

Run VBScript Tool

The Run VBScript tool is used to create a task step that runs a Visual Basic Script using data produced by other steps in the task. The step also provides access to the Memory feature which allows data produced by the step to be memorised into a Repository.

Read article
Sage 1000 Connector Tool Pack | Sage ERP 1000 Integration

Sage 1000 (Line 500) Connector 3.0

The Sage 1000 (Line 500) Connector Tool Pack provides a simple, straightforward way of enabling connectivity between BPA Platformand Sage ERP 1000 (Line 500). Through the easy to use interface this allows you to connect with one or more companies to automate the retrieval and input of items such as purchase orders, sales orders, customers or stock.

Read article
Sage 200 Connector v4.8 White Paper

Sage 200 Connector Tool v4.8

The Sage 200 Connector Tool allows users to communicate directly with the Sage 200 application in order to both read data from your system as well as write data back to it.

Read article
Sage 300 Connector Tool White Paper - v1.1

Sage 300 Connector v1.1

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 objects and operations.

Read article
Sage 50 Connector Tool | Sage 50 Accounts Integration

Sage 50 Accounts Connector v2.8

The Sage 50 Accounts Connector allows you to automate the management of your Sage 50 Accounts company data. You can carry out tasks such as retrieving information from a company or executing an operation to automatically CREATE, UPDATE, or DELETE items such as invoices, sales orders, or business partners. Company objects and fields are mapped to BPA Platform data at runtime.

Read article
Sage CRM Connector Tool Technical Whitepaper

Sage CRM Connector 1.1

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 objects and operations.

Read article
Salesforce Connector Tool | Salesforce Integration Whitepaper

Salesforce Connector Tool v2.0.1

The Salesforce Connector tool allows communication between BPA Platform and Salesforce. This enables efficient integration between Salesforce and incompatible systems, via BPA Platform.

Read article
Save File Tool Whitepaper

Save File Tool

The Save File tool saves output from another task step capable of producing some form of document, as one or more files on the local hard drive or network location.

Read article
Schedule Tool Whitepaper

Schedule Tool

The Schedule tool is used to create a task step that triggers a task to run based on specific dates and times. Any number of Schedule steps can be created for a task.

Read article
Send Email SMTP Tool Whitepaper | Codeless Platforms

Send Email (SMTP) Tool

The Send Email (SMTP) tool sends messages to any SMTP compliant mail server. This tool is capable of sending multiple messages in either text or HTML formats, incorporating data from Input and Format steps to any number of recipients.

Read article
Send Fax (Tobit) Tool Whitepaper

Send Fax (Tobit) Tool

The Send Fax (Tobit) Tool is used to create a Task Step that sends faxes that contain static or dynamic content to one or more recipients via the market-leading mid-range fax solutions.

Read article
Send Text Message Tool White Paper

Send Text Message Tool

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

Read article
Shopify Integration Tool v1.0.16 White Paper

Shopify Integration Tool v1.0.16

The Shopify Integration tool allows communication between BPA Platform and Shopify. All communication uses XML. You use the Integration tool to map BPA Platform data to Shopify objects and operations.

Read article
SYSPRO Connector Tool v1.0 Technical Overview

SYSPRO Connector v1.0

Use the SYSPRO Connector to send and retrieve data between BPA Platform and your SYSPRO installation. This allows for data to be synchronised between SYSPRO and third-party systems that it does not normally connect with such as eCommerce and CRM systems.

Read article
Transfer File FTP Tool Whitepaper - Codeless Platforms

Transfer File (FTP) Tool

The Transfer File (FTP) Tool is used to create a Task Step that uploads or downloads one or more files to and from one or more FTP Servers. This is a powerful tool which can be used, for example, in the automated publishing of key information to Intranet / Internet sites

Read article
Transform Data Tool Whitepaper | Codeless Platforms

Transform Data Tool

Transform Data is a Format tool that enables a new structure to be created from an existing XML or recordset data source. The output generated by this tool is ready for use in a destination system which consumes or requires XML.

Read article
Web Service Connector Tool | Integrate with REST and SOAP web services, to automate the passing of data requests and retrieval to/from services.

Web Service Connector Tool v1.2

The Web Service Connector tool allows BPA Platform to integrate with a wide number of commercial web services, making it possible to automate the passing of data requests and retrieval to and from the website that would normally be carried out manually.

Read article
WooCommerce Integration Tool v1.0.14 White Paper

WooCommerce Integration Tool v1.0.15

Introduction to the WooCommerce Integration Tool What is the WooCommerce Integration Tool? The WooCommerce Integration tool allows communication between BPA Platform and WooCommerce®. All communication uses XML. You use the Integration…

Read article
Workflow Job Trigger Tool | BPA Platform - Whitepaper

Workflow Job Trigger Tool

The Workflow Job Trigger Tool is used to create a Task Step that triggers a Task to run when responses from Workflow Jobs match criteria specified in one or a number of filters.

Read article

Got a question?

Send us your questions and we will provide you with the information and resources that you need.

Ready to Talk?

You don’t learn everything in life by reading a manual, sometimes it helps to get in touch

Phone: +44 (0) 330 99 88 700