Quick Start Guide

A step by step manual that will get you started with the Cloras application.

This Quick Start Guide will help you get started with Cloras and discuss the steps involved in setting up a Project in Cloras and how to create new Integration pipes and schedule the data synchronization.

1. Registration and Setup

1.1 Registration and Login

You can create a new account through the registration page, to monitor and manage Integration transactions.

Following are the details required to register yourself in the Cloras application:

  • First name and Last name of account holder

  • Email address of account holder

Once registered, an email with the activation link will be sent to the email address provided. Click on the link and activate your account to get started.

A new feature in Cloras also allows Project Owners to send Project invitations to Cloras as well as non-Cloras users, enabling them to access Projects straight away. Cloras users can manage invitations by clicking on the Invitations icon in the left menu bar.

1.2 Cloras Dashboard

Once you activate your account, you will be redirected to the Cloras Dashboard which is also the home page of the Cloras application. The dashboard provides you with high-level insights about different metrics of projects managed under that user account.

You would be able to view and track the below metrics on the dashboard:

  • Timeline: Allows the user to change the timeline of data displayed on the CLORAS dashboard.

  • Total Records Processed: Number of API calls made to other systems

  • Success Rate: Percentage of records processed successfully

  • New Customers: Number of new customers over the selected time period

  • New Orders: Number of new orders in the selected timeframe

  • Traffic graph - Customers & Orders: A graphical representation that shows how many new customers and orders have been synchronized within the selected time frame.

  • List of Projects: A list of all projects that the user has access to. Clicking on the Manage button will take the user directly to that particular Project page where they can add, edit and deploy the Integrations.

  • Project Filter: By selecting a project from the drop-down list in the top left corner, the dashboard screen displays metrics for that particular project.

1.3 Account Settings

Users can manage their account configuration settings from here.

Click on Account Settings from the drop-down list in the top right corner.

Account Settings

These settings will be applicable to all the projects the user has access to:

General

  • Override Project Timezones : If yes, all the date and time are displayed in the chosen timezone below.

  • Timezone: Manage all date related information in the product in the selected timezone.

  • Allow Force Login: To allow Cloras Admin to login to your account.

Notifications

  • Notification Sound: Choose from Yes/No to enable/disable notification sounds. By default, this field is configured to No.

  • Tune: Choose from the available tunes for the notification sound. This configuration will only be available when the Notification Sound field is set to Yes.

Once the options are chosen, click on Save Configuration to save the settings.

1.4 Change Password

This page allows the user to update the password of the account in which they have currently logged in. The user can simply enter the existing password, followed by the new password and press the update button.

1.5 View/Edit Profile

This page allows the user to update the account information provided during the user registration.

2. Switch Accounts

Switch Accounts option allows the users to switch to another account to access and manage projects that they have been given access to. The main purpose of doing so is to avoid maintaining multiple owners' projects under a single account. This also provides easier visualization of the projects.

Click on the Switch Account icon from the left Navigation bar.

Select the account to switch to from the pop-up dialog box:

Now the user can access projects under the Switched account that he has been given access to.

3. Projects & Integrations

The Projects page is considered the epicenter of the integration process, where users can create, edit and view all the projects they have access to.

Clicking on this icon from the Dashboard will take users to the Projects page which consists of a list of all the projects that they have created or have been given access to.

At first glance, it provides an outline of basic information about a project in tabular form, such as Project Name, Project Description and Created by.

Users can also do the following from the Projects list:

  • Manage Button: To navigate to the Project space, where the user can access, edit and create different aspects (Integrations, Credentials, Flows and so on) of the project. More information about building and managing a project can be found here.

  • Transfer Ownership: To make another user the "Project Owner" of that Project.

3.1 Managing Projects

Every Cloras project is made up of integration units called Pipes. These units, in turn, contain flows and mapping configurations.

Click on the Manage button (located on the right side) of each project, to go to the Integrations page which is the hub of the project. From here users can edit and play with the development of the project as needed.

The following icons are available on the left side of this page:

  • Integrations: Quick access to all integration units (pipes) and also to create new integrations, to synchronize data transfer, view logs, and edit integrations

  • Credentials: View, edit and add system credentials

  • ​Logs: View high-level and detailed log messages, and results of the sync process

  • Project Settings: Edit project settings such as timezone, dashboard settings, email notifications, and other notification settings

  • Advanced: Developer related modules to build Flows and manage APIs

3.2 Credentials

The credentials section is accountable for having a record on all the systems with respect to the integration. Here, you can see all the systems that are integrated currently or in the past using this particular account.

  • Add New: This button allows the user to set up a new system in this account for integration. Enter the following details:

    • Name: A suitable name for your credentials

    • Choose a system for these credentials to access

    • Hostname: System URL: https://www.domainname.com

    • Timezone: Target server timezone

  • Test Connection: This button enables the user to verify whether the CLORAS app is able to communicate with the system.

  • Edit: This button enables the user to edit the credentials of an existing system.

  • Delete: This button is used to remove a system currently set up in the respective account.

3.3 Integrations

The Integrations section is where users will configure and set up pipes. Every pipe contains a name and credentials, is linked with a Flow, and may or may not have a Mapping configuration.

What is a Pipe?

Simply put, a Pipe is a single integration unit, i.e., the sub unit of every system integration, responsible for synchronizing all entities (Customers, Orders, Products, etc.). Each pipe should be mapped with a Flow to carry out the underlying integration logic.

Pipe Types

Batch ​

Data synchronization will be handled periodically at certain configured time intervals.

Example: Every 2 hours

Dynamic

Data synchronization is done in real-time using an API call from any system through Cloras. For example, services like Pricing may be configured as a Dynamic Pipe to fetch the prices in real-time.

The URL can be got by clicking on the COPY URL button in the Integrations page.

Manage Pipes

The pipes are displayed either as a Grid or a table.

Integrations displayed as a Grid

Integrations displayed as a Table

In the Integrations page, the following information is present in grid/tabular form:

  • ​Status: Enables or disables the working of a pipe, used especially during scheduled synchronization

  • Pipe Name: Displays the name of Integration Pipe

  • Systems: Systems connected in the pipe

  • Type of Integration: ​Batch / ​Dynamic

  • Sync status: Displays the time at which the last sync was performed and if the sync was complete or not

  • Sync Now or Copy URL button:

    • For Batch type Integration ⇒ Start the integration process by manually clicking on the Sync Now button.

    • For Dynamic type Integration ⇒ Copy URL and share across different systems to access data from the system

  • View Logs: To view Logs or results of the data synchronization

  • Enable/Disable Autopilot Mode: To enable or disable Autopilot mode (Only for Batch type Integration).

For Dynamic pipe, scheduling is disabled.

Enable/Disable Console Logs: To enable or disable console logs for this Integration

  • Auto Pilot Mode and Scheduler: The Sync process for Batch type integration can be automated by scheduling it. This is done by clicking on the Enable Auto Mode link present just below the pipe name or clicking the icon and then editing the synchronization time.

3.4 Creating a New Integration Pipe

From the Integrations page, click on the Add New button in the top left section of the page. This is where users will Add a new Pipe by defining the Mapping and Modifier functionalities.

Step 1: Enter a suitable name for the pipe.

Example: Customer Update, Create Order, Fetch Subscription Details

Step 2: Choose the type of Integration: Batch or Dynamic.

Step 3: Choose Credentials (Systems to Integrate) from the drop-down list.

Step 4: Once the credentials are selected, the Flows with API calls to the systems (Credentials) selected will be displayed in grid format on the right side. Choose a Flow from the grid.

Step 5: When the Flow is selected, the Mapping nodes associated with the Flow are available to the user to configure.

3.5 Mapping and Modifiers

Once the Flow is selected, the associated Mapping nodes are available to the user, i.e., if it has been added in the Flow. Clicking Configure on the Mapping card, opens a Mapping window where the user can map and modify data as required.

Mapping is used to steer data from source to destination systems. Here, the source and destination fields listed on either side. These fields are taken from the API Manager - Source and Response fields respectively. In addition to these fields, the user can add custom fields as needed. Users can drag and drop the fields to be mapped as shown below:

The data can also be formatted using the Modifier functions. For more information on Mapping and Modifiers, click here.

3.6 Logs

Cloras will have a detailed record of each of the transactions happening between the two systems. Each record will have information about the entity ID, Status, Message and the Steps which will vary based on the type of transaction. For failed transactions, the Messages tab will show the reason of error for the respective transaction, which can be customized according to the business requirements for easy troubleshooting.

Click below for a detailed procedure on how to create Integration Pipes

For details about Project and User Invitations, click below: