Subscription administrators Dataconnectors What are data connectors and how to use them?

What are data connectors and how to use them?

Published on: May 28, 2024
Edited on: November 28, 2024

As a subscription administrator in eformity, you can add various Data connectors. This article explains everything you need to know about data connectors and how to add them in eformity.

What are data connectors?

Almost every organization uses different software systems. It is essential that these systems can communicate with each other to ensure efficient and smooth business operations. This is where data connectors come into play.

Data connectors allow you to create a link between different systems and eformity, enabling them to exchange data and work together seamlessly.

Data connectors act as a bridge between different software systems. Instead of manually transferring data from one system to another, a data connector ensures that these processes are automated and error-free.

Adding data connectors

Now that you know what Data connectors are, you are probably wondering how to use the various data connectors within eformity. Below is a step-by-step guide for adding data connectors.

Step 1: Log in to eformity.net

Adding data connectors is done through the eformity web environment. First, log in with your personal credentials at yourcompanyname.eformity.net to add a Data connector.

Step 2: Navigate to 'Configuration'

Once you are logged in, navigate to the 'Configuration' section. First, click on the hamburger menu icon. In the image below, this icon is circled.

A new element with up to five different tiles will open on the left side of the page. Click on the tile labeled 'Configuration' to go to the configuration section.

Step 3: Open the 'Data connectors overview'

After clicking on the 'Configuration' tile, a new page will open. On the left side of the page, you will see a menu with various menu items. Click on the 'Data connectors' menu item to open the overview of the data connectors.

Step 4: Add a new data connector

In the 'Data connectors overview', you can add a new data connector by clicking on the 'Add' button. In the image below, this button is circled.

When you click 'Add,' a new element will open on the right side of the page. In this new element, you will see all the available data connectors that you can add. Below is an overview of all the data connectors.

  • Bct Corsa
  • Oracle
  • MSSQL
  • Generic OData
  • Microsoft CRM Online
  • JsonApi
  • AFAS
  • Comos DB
  • SalesForce
  • SharePoint

Using data connectors

You have now successfully created your first data connector! To use the data connector, you need to create a data source that uses a data connector as its source. More information on using data sources can be found in the datasources category.