This article is intended for individuals who have an open iPaaS implementation project or have purchased access to the iPaaS Readiness course. See "Accessing the iPaaS Readiness Course" at the bottom for more information.
Overview
The iPaaS Readiness training course is the first part of an iPaaS implementation project. The course was designed to empower organizations to start using the iPaaS platform by providing an overview of the iPaaS platform in a digestible format. Each individual module is intended to provide the knowledge needed to complete the action items required of you before you meet with your implementation consultant.
Each individual module will begin with learning objectives and will end with a series of lab exercises that you must complete. These modules are not intended to teach you everything about iPaaS, but rather to teach you the basic understanding of iPaaS so that you can engage in meaningful conversation with your implementation consultant after the hand off. The table below shows the estimated time it will take to complete the action items in each module. Please keep in mind that this time can be distributed across multiple individuals.
Each session/module has 2 hours allotted for it, but it is common for the sessions to average a 90 min duration.
Admins/Project Managers: please block off time for action items per the estimate time column.
Note: Generally, we ask to send no more than 5 total resources to attend the trainings at a time. Exceptions can be approved by TDX staff.
Module Descriptions
Module Title
|
Description
|
Roles That Should Attend
|
Est Time to
Complete
Action Items
|
| WEEK 1 |
| iPaaS Foundations |
Discuss the basic core areas and competencies of the iPaaS platform; get introduced to the basic building blocks of Flow Building, User and Group management, Connector management, and more. |
- iPaaS Admins
- iPaaS Flow Builders
|
N/A |
Triggering iPaaS Flows
|
Discuss how to cause iPaaS flows to run and how to get data from other systems into iPaaS as Flow Input Data. One example we include is how to trigger flows from TeamDynamix Tickets, so optionally invite your TDX Ticket Admins. |
- iPaaS Flow Builders
- TDX Ticketing Admins
|
N/A |
| Working with Flow Data |
Learn how to use the sections of the Flow Toolbox to change and manipulate the data that comes into your flow and to automate repetitive tasks for multiple items.
|
|
2 hrs
|
Dynamic Forms Pt. 1
|
Learn how to build iPaaS Forms to collect data, dynamically respond to user input, and pass data to and from Flows via Conditions and Actions. |
|
N/A
|
| Dynamic Forms Pt. 2 |
Learn how to use iPaaS Flows to pre-fill data on Forms, ingest data from Forms once they are completed, and determine the behavior of a Form upon submission.
|
|
1 hr |
Accessing iPaaS Readiness Training
The iPaaS Readiness course is available to people who:
- Have purchased iPaaS implementation services as part of a statement of work
- Have purchased iPaaS implementation services as part of a value-added services ticket
When you purchase access to the iPaaS Readiness training, our team will reach out to you to get you scheduled.
If you do not have an open iPaaS implementation project or have not purchased training services, please contact your Customer Success team to request access.