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CommCare Sync is a self-hosted, standalone, web-based app that can be used to manage a CommCare “data warehouse.” It’s a suite of configurations, with an improved UX from the command-line Data Export Tool. This turn-key tool allows you to export your data from CommCare and save it to a local or cloud-based database (MySQL, PostgresSQL, Amazon RDS, GCP Cloud SQL, Azure SQL Database). |
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This set of tools provides a user-friendly interface for administrators to set up their CommCare data pipeline. The functionality includes the ability to:
Automatically generatea Data Export Tool config file from CommCare.
Create project space(s) in CommCare Sync, connected to your CommCare project space(s) and your database(s)
Upload a DET config file that will automatically pull data from your CommCare project space to your database on a set schedule
Monitor your data syncs via CommCare Sync's log feature
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Download your DET config file from CommCare
Download or create a Data Export Toolconfig file.
The easiest way to create these is to start with a normal export configuration on HQ and have it generated. See https://dimagi.atlassian.net/wiki/x/JCrKfw for more details.
Edit the DET file using the “best practices” below
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If you haven’t already, add the CommCare project space in the “CommCare Setup” tab.
If you haven’t already, add a CommCare account that has access to the project space.
Important note to Dimagi users: Do NOT use your superuser @dimagi.com account, follow the steps below to create a user below. Create a web user for a specific project, and set up API key for that user (under Account Settings). You can use a "+" in your email address that tells you what your web user is for. e.g. "firstnamelastname+demo-cc-sync@dimagi.com"
Add the export from the “Exports” tab.
On the export details page, click “run”.
When the run completes, view the logs to confirm it ran successfully.
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