Connectors

Connectors give Central the necessary security settings to interact with specific software systems such as Dynamics 365 or Salesforce. You'll need to designate both a method and a protocol for each Connector. A method is how the Common Model interacts with the connected system (e.g. Get, Put). A protocol is the data format that the API supports (e.g. JSON, SQL, XML).

Key Features

• Multiple System Support — Connect to REST APIs, SQL databases, SFTP servers, Azure Blob Storage, and more
• Authentication Types — Support for OAuth, API Key, Basic Auth, and custom authentication
• Secure Storage — Credentials and secrets are stored securely and never exposed in the UI
• Company Scoping — Associate connectors with specific companies for multi-tenant setups

TIP

Since connectivity is pre-built in Central, there is no need to use Postman. Simply use the Test Connector to write test requests and check responses.

WARNING

Have the authentication information from each vendor associated with the connections you plan to implement before starting. For links to common vendor documentation, see the Connectors Catalog.

Add a New Connector

1. Select Build > Connectors from the main menu.

2. Select + Add.

3. Select a Connector from the list.

4. Select Next.

5. As needed, enter a new Name for the Connector.

6. Enter the Secure Settings information.

WARNING

The data entered for all Secure Setting fields must match your system's specific security details. This information can typically be found in the Admin settings of the system you are trying to connect.

TIP

Secure setting fields will vary by Connector. To view entered data, toggle the View/Hide icon in each entry field, or select Hide All or View All.

7. Select Save. The Connector will now appear on the Manage Connectors screen.

Edit a Connector

1. Select Build > Connectors from the main menu.

2. Select Actions > Edit in the appropriate Connector card.

3. Modify the Connector Name and/or Secure Settings.

TIP

To discard all changes and start over, select Reset. To discard all changes and exit edit mode, select Cancel.

4. Select Save.

Copy Webhook URL

For webhook-enabled connectors, you can copy the webhook URL directly from the connector card.

1. Select Build > Connectors from the main menu.

2. In the appropriate Connector, select Actions > Copy Webhook URL.

3. The webhook URL is copied to your clipboard. A success notification will confirm.

TIP

The Copy Webhook URL action only appears for connectors that support webhooks (e.g. Shopify, HubSpot). If your connector does not support webhooks, this option will not be visible.

Delete a Connector

1. Select Build > Connectors from the main menu.

2. Select Actions > Delete in the appropriate Connector card.

3. Select OK to confirm the deletion.

WARNING

Deleting a Connector cannot be undone; you must recreate it if needed.

Connect a Connector

1. Select Build > Connectors from the main menu.

2. In the appropriate Connector, select Actions > Connect.

3. The Test Connection window will appear. The system will attempt to connect to ensure the secure settings are operational; once successful, the connection details will be displayed.

WARNING

If an error occurs while trying to connect, a pop-up notification will disclose details as to why the connection failed. Select the X to close the error window.

4. When finished, select Cancel to return to the Manage Connectors screen.

Test a Connector

1. Select Build > Connectors from the main menu.

2. In the appropriate Connector, select Actions > Test.

3. Select a Method (e.g. GET, PUT, POST, DELETE).

4. Select a Protocol (e.g. JSON, XML, SQL).

5. Enter Route data (the API endpoint path).

6. Select Send.

7. The request will display on the Body tab; the response will display on the Response tab.

8. Select Close to exit the test window.

TIP

If needed, click on Headers to enter additional HTTP Header values or Key values for the request.