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This demo guides you through a simple example of a Boomi process.  The instructions below will walk you through setting up a sample process that would gather data from a hiring platform and then add that data to an HR system.  After completing the demo, you will understand the basics of Boomi integration. 

Click here to install this recipe

Before You Begin

Please note that this recipe is intended to serve as a basic demo for setting up your first Boomi integration. You will also find this listed as the “Boomi Basic Demo” in the Process Library. There is a pop up to guide every new user through installing and setting up this exact process upon logging into a Boomi account for the first time.

Components Included

Boomi Basics Component

With only two steps on the canvas to start, these instructions are intended to walk you through how to turn those two steps into a working process.  You will find out what other steps are required and how to configure each step on your canvas. Once you have all the steps needed, you will connect them together and run a test to ensure your data is moving as intended.

1st Step

Select and configure your connector

• Select the Search icon from the left navigation bar and search for “Demo”
  
• Drag the “Demo - Boomi Hiring” step onto the canvas
• Set up the Connection by clicking on the green plus symbol within that input field
  The Connection page is where you can configure connections for other connectors.  Because this is a demo, you are not required to complete this step.
  • Select “Save and Close”
• Set up the Operation by clicking on the green plus symbol within that input field
  The Operations page is where you can configure operations for your other connectors to perform different kinds of actions. Because this is a demo, you are not required to complete this step.
  • Select “Save and Close”
• Click “OK” to save the connector details

2nd Step

Repeat the 1st Step with the “Demo - Boomi HR” connector

 

3rd Step

Map the Data

Now that you have set up your connections, you can receive and send data from those endpoints

• Select the “Boomi Hiring to HR Employee Details Map”
• Click the pencil icon next to the name of the map to edit
  
• Just below the name of the process - Click on “Boomi Suggest”
  This feature makes mapping the data much easier using intelligence, called Boomi Suggest. The pop up screen gives a brief overview explaining what Boomi Suggest does and the number of suggestions it will automatically map.
  
• Select “Next”
• Boomi Suggest can recommend data maps. For this demo, make sure check boxes are:
  • ‘firstname’ to ‘first name’
  • ‘lastname’ to last name’
  • ‘department’ to ‘department’

Deselect any other boxes

• Select “Next”
• Review your selected suggested mappings and select “Finish”
• There will now be lines from ‘Boomi Hiring’ across to ‘Boomi HR.’ To see how everything is mapped, select the (down arrow) next to the Root folder and select “Expand All” on both sides of the map.
  • The ‘openjob’ field is not mapped. To manually map it, just drag ‘openjob’ over to ‘job title’.
• Select ‘Save and Close’ 
• Select “OK” in the Map step window

 

4th Step

Add Stop step

• Enter “Stop” in the search field to find the Stop step

• Drap the Stop step onto the canvas
• Click “Ok”

 

5th Step

Connect the Process and Test

• Connect the steps on the canvas by dragging the “+” icons attached to each step onto the next step you would like it to connect to.
   
• The order of your steps should be as follows: Start - No Data > Demo - Boomi Hiring Connector > Boomi Hiring to HR Employee Details Map > Demo - Boomi HR Connector > Stop

• Select “Save”
• Select “Test” in the top right corner - This should prompt you to install an basic runtime if you do not have one set up already.
  • To set up an basic runtime:
    • Select the Setup Preference of “In the Cloud”
    • Choose “USA East Integration Test Cloud”
    • Name it “Test basic runtime”
    • Select “OK”
• Select your basic runtime from the dropdown and click “OK”
  Your process is now running in the Test basic runtime.  Data is moving through each step in the canvas.  When the test is complete, you will see an indication of the results.  To see the process logs and the data that was moved, click on each step and refer to the “Test Results” box at the bottom of the screen.

• To go back to your process canvas for editing upon completion of the Test, click on the arrow next to the process title.

Conclusion

This recipe is intended for first time users of Boomi to get familiar with the platform canvas.  Upon completion of the steps above, you will have successfully learned how to import a process template, add steps to the canvas, configure the map, and more.

As a next step to prepare you for developing integrations using Boomi, sign up for a FREE training account and enroll in the Integration Essentials course.

 

Additionally, you can learn more using our help documentation.  Here are few links to get you started:
- Getting Started with Integration
- Learn more about Integration Connectors