Overview

Welcome! Qoofy is where you document, organize and discuss data mapping rules with your team. Learn more or try it for free.

With Qoofy, you can forget about those countless spreadsheets/docs, versioning and emails! Capture data mapping rules and related knowledge in Qoofy instead – where it's easy to find, use, and update. Give every team, project, or department a common space to create the things they need, whether it's meeting notes, product requirements, file lists, or project plans, you can get it done in Qoofy.

Qoofy is focused mainly on the planning part of your integration project. That means you still get to use your own scripts or favorite execution tools such as Informatica PowerCenter, ODI, SAP BODS or MS SSIS.

Getting Started

Your Dedicated Instance

Qoofy is a SaaS with a dedicated instance assigned to each of our customers. That means all your data and resources are not shared with anyone else. Everything is completely sandboxed to your team only - simple as that.

Once you complete the sign-up process, you will be prompted to the welcome page with a dedicated Qoofy URL assigned to you. This URL is where your team can access your Qoofy instance. In addition, this information is available within your Qoofy My Account and the welcome email as well.

A dedicated Qoofy instance URL is shown on the Welcome Page:

Welcome page with dedicated Qoofy URL assignment

Starter Project

To start your first data mapping project is easy. We will cover two scenarios here:

  • A band new project
  • An existing project with rule import (where you already have data mapping rules defined somewhere else)

After you login Qoofy, you will be first landed on the Projects page where you can create your first data mapping project.

Create your data integration project:

Qoofy Projects Page

Once a project is created, you can navigate to the Rules page where you can create data integration rules. At Qoofy, each data integration rule is made of two parts: a rule header and zero or many data mapping rules.

Create your first integration rule with data mappings:

Create data mapping rules

That's it! You have just created your first data mapping project - simple! Please keep in mind that Qoofy offers many other great features such as versioning, custom labels and collaborations for you explore!

Import Data Mapping Rules

For those who already have existing projects with data mapping rules defined previously, you can import your existing rules into a Qoofy project via our csv template. The csv template can be downloaded from the Project Dashboard section.

Download csv template:

down data mapping csv template

You can fill-out your existing data mapping rules within the template. Please keep in mind that you can group your data mappings into a single Qoofy data integration rule by having the same rule ID. You can group them according to your project / organizational needs (functional vs system components, etc.).

Populate existing data mappings to the csv template:

create data mapping via Qoofy csv template

Projects

Manage Projects

At Qoofy, you can have unlimited number of integration projects. The Projects page is where you can manage all you integration projects at a centralized location. Please keep in mind that once a project is deleted, all associated integration rules and collaboration threads will be deleted as well.

The Projects page centralized all your integration projects at a galance view:

View and manage Qoofy data mapping and integration projects

Dashboards

For each project, there are dashboards and widgets where you can monitor daily activities and relevant statistics. It is easy to assess overall progress trend and identify bottlenecks.

Custom Rule/Mapping Fields

For each project, you can customize its own field labels for rule headers and data mappings. You can specify up to 5 custom fields for rule headers and 14 custom fields for data mappings (source / target) in a project.

Specify custom rule/mapping field labels for a project:

Define customized data mapping rule fields

Data Integration Rules

Similiar to projects, you can create unlimited number of data integration rules in a project. Each data integration rule is made of two parts: a rule header and zero or many data mapping rules.

An integration rule with multiple data mappings:

Multiple data mapping rules within a single data integration rule

Rule Header

You can consider an integration rule is a container of data mapping rules where the rule header specify / track container information such as rule ID, description and native versioning of any header/mapping edits. In addition, you can use custom fields that are defined at project level.

Data Mapping Rules

Each data mapping is a collection of source / target mapping information where you can specify mapping rules ranging from simple mapping with source / target entities (tables), fields, data types, systems or complex mapping with transformation logic. Similiar to rule headers, each data mapping rule can also have up to 14 custom fields for tracking any additional mapping rule / information (7 for source and 7 for target).

Create data integration rule with data mappings:

Create multiple data mapping rules within a data integration rule

Rule Edit and Lock

When a rule is being edited, the rule is automatically locked until edits are committed to prevent others from editing at same time. A rule can still be unlocked with a explicit unlock command. Please be-aware that if someone take away the lock while you are still making edits, you will have to wait until others commit their edits.

Unlock a rule:

Lock a data integration rule while editing

Note: We are currently working on the feature to allow multi-users concurrent editing!

Rule Versioning

Qoofy tracks versions automatically during each edit commit. This makes version control much easier and simplfied. You can also view, navigate and revert between versions through version drop-down panel.

View and navigate rule versions:

Navigate multiple rule versions

Rule Export

When you want to export all your rules for a project, you can go to the Projects page to download rule export via csv.

Export all project rules via csv:

Export data integration rules via a csv file View exported data integration rules and mappings in csv

Rule Groupings

Qoofy offers a very flexible relationship between projects, integration rules, data mappings and version tracking; you can easily manage and group data mapping rules according to your project / organizational needs. Based on our experience and customers feedback, you may consider the following examples as reference guidelines:

  • Project Scenario 1: You have a data migration project involve relatively low number of systems, you may consider grouping mappings by functional area (e.g., AR, AP, GL)
  • Project Scenario 2: You have a complex data integration project involving a high number of system integrations, you may consider grouping mappings by system interfaces / components.
  • Project Scenario 3: You have a migration projects with many people involved, you may consider group mappings by team or even create multiple sub-projects and group mappings by functional area or system interfaces.

Collaboration

Qoofy is all about keeping teamwork simpler, more straight-forward and get things done better and faster together. Make your teams to become more collaborative!

Discussions & Assignments

You can start with a collaboration thread with a specific type such as comment, questions or reference. Each rule can have unlimited number of discussions and assignments.

Raise a question & assign to your peer:

Collaborate with peers by raising questions for answers

Administration

Add a new user

On the User Administration page, you can add a new user to your Qoofy instance. Please keep in mind that you can only add number of users up to your Qoofy account subscriptions. You can check this through your Qoofy account.

Manage existing users

On the Adminstration page, you can manage your users. Only users with Administrator is allowed to manage account users. By default, the user sign-up the Qoofy account will be granted with administrator privilege.

Administrate your user accounts:

Administrate user accounts