MySQL AppiWorks
Interact with MySQL directly from Bigin
What is MySQL AppiWorks?
MySQL AppiWorks for Bigin is a Bigin extension that integrates Bigin and MySQL database. It helps users to export data from Bigin to MySQL, import data from MySQL to Bigin and show contextual data from MySQL database inside Bigin.
Why do you need?
If you are looking at integrating Bigin with MySQL and getting your processes automated, look no further. MySQL AppiWorks for Bigin covers you fully.
Key Features
✅ Auto Interaction: Automatically insert a record into MySQL database when a new contact/ lead or any record in a Bigin module is created.
✅ On Demand Interaction: Insert records into MySQL database on selected contacts/ leads or any records in a Bigin module.
✅ Bulk Import: Import data from MySQL database into Bigin with a guided setup.
✅ View Contextual data: Show related data from MySQL database inside the Bigin module GUI
✅ Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs between Bigin and MySQL.
Sample Use Cases
► Insert a new record into MySQL database when a new contact is created on Bigin
► Export 200 selected contacts from Bigin into MySQL database.
► Import contacts from MySQL database into Bigin Contacts.
► View related invoices or payment data from a homegrown system (that runs on MySQL)
Installation
Go to Marketplace
Search for MySQL AppiWorks
Click on the Install Now.
It will open a dialog to agree on the terms of services of the vendor and Marketplace and the vendor's privacy policy.
The users need to agree with that and then click on continue.
Select your Users/Profiles (Select the profile to whom this extension is to be visible, based on the profile selection the extension will be displayed to users) and then click on Confirm.
Extension Installation is completed and added to your Bigin and you will also get a confirmation email from Marketplace.
Setup
After installation is successful, Sign in to Bigin and go to any module Eg. Contacts (see attached image on the right side).
Click on the MySQL AppiWorks Config button.
You will now be redirected to the MySQL AppiWorks homepage/landing page.
Please wait for AppiWorks basic initialization or until the START AUTOMATING button is enabled.
Click on START AUTOMATING.
It will redirect you to the Setup Bigin Connection page.
Establish a connection by clicking on Authorize with Bigin to proceed.
It will redirect you to the Connection Success page.
Here, either you can create a new service or go to your existing services list.
Give a name to your automation service.
Give a description to your service (optional)
Choose the Automation type.
Click on Next
Choose the Bigin module from which you want to export.
Apply filters if you want to conditionally export to MySQL database.
Click on Next
How to create an Export service?
Choose the Connection Or Create a new Connection.
Choose a table from MySQL database.
Choose an action from the list of available actions.
Click on Next
Click on the + Add button to create a new mapping between the Bigin module & MySQL table columns.
Click the icon next to + Add for the Intelligent/ Automatic mapping.
Click on Next
Switch on [ ] new [ ] edit checkboxes, if you want to trigger the export automatically on the creation of the new record, or edit of a record.
Switch on the Allow Manual Execution if you want to export inside the Bigin module page.
Activate the service by switching on the final switch. Otherwise, the service will not get executed.
Click on the Save button to save the service in your workspace.
Now, this service is listed on the services list page and ready for automation.
You can create as many services as you want.
Go to the services list page by clicking on the Previous Page button.
Notes:
Service execution will happen in two ways. Automatic and Manual (based on whether automatic and manual triggers are enabled or not).
Service required to be active for either Automatic or manual execution.
Automatic execution will happen when the user either creates or edits a record for that module configured in that service.
Manual execution is done through a custom button MySQL AppiWorks located in that module configured with service by selecting records or editing/creation page.
How to execute export service manually?
In manual execution, you can execute services for multiple records.
Go to the Bigin module tab (eg. Contacts).
Select the records and click on the MySQL AppiWorks button.
Services created for the module and enabled for manual execution are listed on the MySQL AppiWorks manual tab.
Click on the corresponding service Execute button to execute the service for the selected records.
After the execution of the service, the execution response will be embedded below the service.
Please see right side image carousel for a glance at manual execution.
How to create an Import service?
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as Import
Choose the Connection Or Create a new connection.
Choose an Object/ table from MySQL.
Click on Next
Do the mapping between the module and MySQL object/ table fields.
For the steps, you can follow the same steps as mentioned for the export service in the above section.
Click on Next
Setup the Data Filter (If applied it will bring only filtered rows fromMySQL database, else it will bring all the rows)
Click on the (+) button to add the query filters. You can add multiple filters.
Choose the App Field and Operator.
Enter the value to be matched.
Click on the Preview Data button to see the results.
Choose the rows from the table to import.
You can also choose the columns to see on the table.
It will show you the number of records selected for the import.
Click on the Import Now button to Import into the Bigin Contacts module.
Activate the service
Click on the Save button to save the service for future use.
How to create a View service?
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as View.
Choose the Connection Or Create a new connection.
Choose an Object/ table from MySQL database.
Click on Next
Setup the Connecting filters (connecting filters is basically a link between the Bigin module & MySQL)
Click on the (+) button to add the connecting filters. You can add multiple filters.
Choose the App Field, Operator & Bigin Field.
Click on Next & Save the service.
Go to the Bigin module tab, where you created the view service in the first step of service configuration.
For eg. Here in this demo, we have chosen the Bigin contacts module. So we will go to the Contacts tab in the Bigin dashboard.
Click on any record (in this case, any contact).
Scroll down to the end, and you can see the MySQL AppiWorks widget.
You will see all the services configured for the corresponding module (here Contacts)
Click on the service to see the results
