Creating Connections


Connections enable OneTeg to log on to other systems with specific
user/system details.

You must have Connections before you can create a Flow. The Connections are put together into steps to create a Flow.


To configure each Connection, you need access to its Connector counterpart.

For each Connection, different fields will need to be configured. Some Connections require complicated authorization and parameters, some require only a username & password.

You can create multiple Connections using the same Connector. These connections can point to different endpoints and use different authentication variables or authentication methods for these systems.

Step 1: Go to Connections

From the navigation sidebar, click Connections. This takes you to the list of existing Connections for your Organization.

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This page shows

  • Connection Name

  • Creation Date

  • Connector

  • Authentication type

  • Active/Inactive toggle

  • Settings gear wheel to edit or delete a Connection. A Connection cannot be deleted if it is used in a Flow.

 

Step 2: Create a new Connection

  1. Click the Create Connection button on the top right of the Connections List

  2. Give the Connection a name

  3. Choose the Connector

  4. Enter the remaining information. This varies by Connector. See Connector Help for details on each Connector.

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