How to Set Up Dynamic Data Mapping with OptiSync

In today's fast-paced digital environment, manually updating digital displays can be tedious and error-prone. This guide will show you how to integrate live data into your digital screens, allowing for seamless automatic updates across your displays.

In this article:

  1. What is OptiSync?
  2. Adding Your Data Source
  3. Inputting Your Data Source in Designer
  4. Editing and Designing Your Repeater in Designer
    1. How to use the Property Mapping Feature 
    2. How to use the Display Format Option
  5. Push to Screen

What is OptiSync?

OptiSync is an integrated solution designed to seamlessly connect with various data sources, including spreadsheets, APIs, and tables.

Key Features:

  • Easy Setup: Setting up your data source requires low code or no code, ensuring a quick and straightforward process.
  • Automatic Updates: You can link your data source directly to our Designer app, which will automatically update your content.
  • Real-Time Data: This ensures your digital display always reflects the latest data, eliminating the need for manual entry, reducing errors, and saving time.

Use Cases:

OptiSync is ideal for a wide range of use cases, such as:

  • Displaying employee birthdays
  • Restaurant menus
  • Work anniversaries
  • Product catalogs
  • Team introductions
  • And, many more!

With OptiSync, your digital displays remain accurate and up-to-date, enhancing communication and engagement in various settings.

Adding Your Data Source

You can add your data source through Account Settings or the Designer app.

Account Settings

  • Click on your account name in the top right corner
  • Select More
  • Select DataSources
  • Select Add DataSource
  • Choose your data source from the list of options and follow the instructions on how to import it
    • If you fully open your account settings, it will be under "Advanced" in the column on the left

Designer App: 

  • Open the Designer App
  • Select DataSources from the column on the left
  • Select Add DataSource
  • Choose your data source from the list of options and follow the instructions on how to import it.
You can add any data source, such as an Excel sheet, Google Sheets, POS system, inventory management system, HRIS, or other systems. You can also create a table directly in OptiSigns.

Please follow these guides to upload different kinds of data sources:

In addition, you can integrate and test API requests, and execute any necessary pre- or post-request coding.

Once your data source is set up, you can see Where Used, Edit the data source, and/or Duplicate it.

  • Where Used: This will show you which of your designs are using this Data Source. This is useful to track the use of this data source across different assets.
  • Edit Data: Go into your data source and make any updates/changes.
  • Duplicate: This will create a copy of your data source.

Inputting Your Data Source in Designer

Once your Data Source is set up, you can connect it to the Designer app.

Go to DataSource on the left side of the panel menu.

As previously mentioned, you can add your DataSource here. Or, if you have already created it in the Data Source section of Advanced, then it should show up under Other DataSources.

Select your data source.

Drag and drop the data source elements onto the Designer canvas. 

  • You can either drag and drop an entire Row or the individual aspects within the rows. 

A pop-up message will appear, asking "Would you like to use this data in a Repeater or on its Own?"

 

Repeater is a tool that can be used on the Designer application to display and repeat a list of items dynamically.

  • Use on its own: It will be an element on its own and will update automatically based on the data source.

  • Use in a Repeater: This will include the data source element in a Repeater component.

Editing and Designing Your Repeater in Designer

You can edit both the template and the Repeater in Designer!

The Repeater can be found on the side menu of the Designer application.

Follow this quick presentation below to see how to access the Repeater Templates and Components and how you can go about editing them:

You can also adjust the formatting of a Repeater by selecting it, then selecting Settings.

  • Replace DataSource: Change your DataSource
  • Manage: Make changes to your DataSource's information.
  • Disconnect: Disconnect your DataSource from the Repeater
  • Empty Data Handling: When there is no DataSource element, the default behavior is to use a blank value. You can adjust this with the following options: skip the slide, use the default value, or use blank.
  • Spacing Between Items: Increase or decrease the space between the Repeater items.
  • Item Display Direction: Change the positioning of the rows from your DataSource within the Repeater items.
    • Left To Right: It will display the rows going from left to right.
    • Top To Bottom: It will display the rows going top to bottom. 
  • Total Items Displayed per Page: Increase or decrease how many Repeater items you'd like to be shown.
  • Maximum Items in Each Row/Column: Increase or decrease how many Repeater items you'd like shown in each row/column.
  • Additional Row/Column Spacing: Increase or decrease the spacing between rows/columns.
  • Duration (seconds): Adjust the duration of time for how long each Repeater item is shown before.
  • Shuffle: Randomly shuffle the items in your DataSource to be displayed on the Repeater.

If you edit a Repeater, it will replicate your updates for each instance of data in the dataset.

  • This allows for a consistent look across similar elements without the need to design each one individually.

Within the Repeaters section, it will contain several ready-to-use "Repeater components" and "Repeater Templates."

What is the Difference Between the two?
Repeater Componentdesigned to manage and display repeating elements along with some design elements. You can incorporate this Repeater component into any template design of your choice—it doesn't need to be a Repeater template. Once added, you simply connect it to your data source. Think of it as a widget that can be easily implemented and customized across different designs to dynamically display data.
Repeater Template: specifically designed to display repeating elements within a predefined template or design layout. Like other templates, it will replace any existing design when applied. You can still make edits and changes as desired. Again, users will only need to download it and connect to their desired data source. 

If you want to use a specific Repeater Template or Component and would like to update the sample DataSource to one of your DataSources, please follow the steps shown below:

 How to use the Property Mapping Feature

This advanced feature allows you to change the appearance of specific data in your repeater based on conditions set by the user. These conditions, defined in the data source, are mapped to the corresponding values or elements in the repeater, and the specified formatting is then applied.

  1. In Designer, double-click on the Repeater that you'd like to change. (This will open the Repeater Editor.)
  2. Select the element in the Repeater you want to edit, then click Settings at the top
  3. Click Advanced Options in the far-right menu
  4. Click + Property Mapping (You'll press this for every new instance of mapping you'd like)
  5. Clicking on the Property menu, select Color, Background Color, and Opacity from the drop-down menu, or manually type in one of the available options listed below.
  6. Clicking on the Value menu, select the correlating column name (This information is pulled from your DataSource).
  7. Repeat this as many instances as you'd like for multiple elements within your Repeater.
  8. Click Update to ensure this information is saved and applied to your Repeater. 

Here are the listed property mapping options in the advanced settings:

Property What it does Value
Color/Fill Change the color of a selected shape or text in your Repeater Accepts a valid Hex color value or color name (e.g., #CE657E or Red)
Background Color Change the background color of a selected shape or text in your Repeater. Accepts a valid Hex color value or color name (e.g., #CE657E or Red)
Opacity Change the transparency level of a selected shape, text, or photo in your Repeater Accepts a numerical value from 0-1 (e.g., 0.2 is 20%)

Although not listed, these options are also available to you:

Property What it does Value
fontSize Change the size of a text font and how it appears on screens Accepts numerical value (e.g., 20)
fontFamily Change the font of a selected text, such as Arial, Times New Roman, or custom fonts. Accepts a string value representing the font family. (e.g., Times New Roman)
fontWeight Change the weight or thickness of the text font, making it appear lighter or bolder. Accepts specific values: normal, bold, lighter, bolder, unset, or 100, 200, 300, 400, 500, 600, 700, 800, 900
underline Specify whether you want the text underlined for emphasis. Boolean value; accepts true/false or 0/1
linethrough Specify whether you want a line striking through the text. Boolean value; accepts true/false or 0/1
overline Specify whether the text has an overline. Boolean value; accepts true/false or 0/1
textAlign Change the horizontal alignment of the text.  Accepts specific values: left, center, right, justify, justify-left, justify-center, justify-right
stroke Change the stroke/outline color  Accepts a valid Hex color value or color name (e.g., #CE657E or Red)
strokeWidth Specify the width of the stroke. which determines how thick or thin the outline is.  Accepts a number value.
direction Set the text direction: left-to-right or right-to-left Accepts specific values: ltr or rtl
visible Determine whether the element is visible or not.  Boolean value; accepts true/false or 0/1

Here is an example of a sample DataSource set up with Color, Background Color, Opacity, fontWeight, and textAlign:

How to Use Display Format Options

If you'd like to change how the formatting of certain data from your DataSource looks on your repeater, you can do so with the Display Format option available in the Repeater Editor. This saves you time from editing your original DataSource, and will apply to the formatting to all the repeated elements in the Repeater.

Follow the steps in the previous section regarding Property Mapping to access the Display Format options.

Display Format Option What It Does
Text This will show raw value without formatting.
Date Time You can change the time zone, date format, and time format with available options.
Number You can format numbers to display as percentages, decimals, currency, and more.

Push to Screens

Once your design is completed, it is ready to push to the screen.

(Here's a guide if you need further assistance with this.)

Your screen will automatically update based on your connected data source.

You no longer need to manually update your data, which is time-consuming and prone to errors.

That's it! Now, you can set and forget it with OptiSync, an automated data mapping feature!