How to create an element with Tracxn?

Please be aware that the Tracxn module has to be activated and configured properly before you are able to create an element with Tracxn. See the following article for the set-up: Tracxn Integration

Once Tracxn was activated for a certain element  you have now two options to create elements of this entity type: 

  • Create with Tracxn allows you to search and create a specific element based on the defined data mapping.  (1)
  • Create from Scratch allows you to create the element manually in the usual way (2)

Create_element_with_Trcxn.png

If you decide to go with Tracxn simply click on the Tracxn tile and hit the create button. A search bar appears which allows you to enter a URL (e.g. itonics-innocation.com) for a specific element in Tracxn. A suggestion bar indicates the search results dependent on your input.

Search_with_Tracxn.png

Once you choose the respective result you are forwarded to the creation page of the element. The mapped fields are already pre-filled with the content of Tracxn. You can now enrich other fields manually or directly save the new element.

 

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