Connectors

How to Use Connectors in DBSync Cloud Workflow

Overview

Connectors, also known as adapters, are essential components within the DBSync iPaaS (Integration Platform as a Service) that facilitate connections to external systems. They are used to authenticate, push, and pull data from these systems, allowing for seamless data integration and workflow automation.

DBSync categorizes connectors into two types:

• Standard Connectors: Pre-built connectors for commonly used applications.

• Custom Connectors: User-defined connectors created using the DBSync SDK.

Steps to Use Connectors in DBSync Cloud Workflow

Access the Connectors Section

1. Log in to your DBSync Cloud Workflow account.

2. Navigate to the Connectors section from the main dashboard.

Select or Create an App

3. Select App: Choose an existing connector from the list. This list includes various standard connectors such as:

• Amazon S3 Connector

• Database Connector

• Email Service Connector

• FTP Connector

• Salesforce Connector

and many more.

4. Add New Connector: If you need to create a new connector, hover over an app of your choice and click on the 'Add App' button. This will allow you to set up a connection to an external system that is not already listed.

Configure the Connector

5. Quick Setup: Select the Environment (Sandbox or Production).

6. Click Connect and enter the username and password for basic authentication. For certain applications, enter the API key and API Secret, then click Connect.

Test the Connection

7. Click the Test Connection button to verify that the connection is set up correctly. Ensure that there are no errors in the configuration.

Use the Connector in Workflows

8. Once the connector is configured and tested, you can use it in your workflows to perform data operations.

Monitor and Manage Connectors

9. After using connectors in workflows, you can monitor their performance and manage connections as needed. This includes validating or re-establishing connections if required.

PRO TIP

Use environment variables for sensitive information such as API keys and credentials. This enhances security by keeping sensitive data out of the codebase and makes it easier to update credentials across multiple workflows.

Frequently Asked Questions (FAQ)

1. How do I reconnect a connector if the connection is lost?

If the connection is lost, navigate to the Connectors section, select the affected connector, and click the Reconnect button. Re-enter any required authentication details and test the connection to ensure it is restored.

2. Can I use multiple connectors in a single workflow?

Yes, you can use multiple connectors in a single workflow. This allows you to integrate data from various sources and perform complex data operations seamlessly.

3. How do I update the configuration of an existing connector?

To update the configuration of an existing connector, go to the Connectors section, select the connector you want to update, make the necessary changes, and click Save. Test the connection to ensure the new configuration works correctly.

4. What should I do if I encounter an error during the connection test?

If you encounter an error during the connection test, double-check the configuration details (e.g., API keys, URLs, authentication credentials). Ensure that the external system is accessible and that there are no network issues. Refer to the error message for specific troubleshooting steps.

Related Content

• Salesforce Connector: Integration between Salesforce and other applications or databases.

• Database Connector Documentation: Guide on connecting various databases with your workflows.