Version 23.4.8843

• Establish a Connection
• More Information

You can use the CloudSign connector from the CData Sync application to capture data from CloudSign and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from CloudSign, you first must establish a connection to CloudSign. Follow these steps to connect CloudSign to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the CloudSign row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • Client ID - Enter the client Id that is required in order to obtain the access token.

   • Use Sandbox - Enter true if you want to connect to a sandbox account. The default value is false.

6. Click Create & Test to create the connection.

7. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and CloudSign, see CloudSign Connector for CData Sync.