- From the Integrations Dashboard, select the link under “Integration With” to view/edit/complete the configuration.
- The 4 workflow steps for configuration are:
- Credentials = Security authentication to pull/push data between the Source and Destination systems.
- Mapping = Specify relationships and direction of data flow between the objects/attributes/fields in each system.
- Matching = Define rules on how the data populates in the mapped fields.
- Scheduling = Set a recurring time for data synchronization.
- Once all steps are complete, you can go back and edit information in previous steps.
Note:When completing the configuration steps for the first time, they must be followed in order. For example, you cannot work on Mapping until you complete Credentials.