Version 23.4.8843

• Establish a Connection
• More Information

You can use the PCA Sales connector from the CData Sync application to capture data from PCA Sales 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 PCA Sales, you first must establish a connection to PCA Sales. Follow these steps to connect PCA Sales 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 PCA Sales 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.

   • Data Center - Enter the name of the data center to which you want to connect.

   • Auth Scheme - Select the authentication scheme. OAuth is the default setting.

   • API Version - Enter the PCA API server version to which you want to connect. The default version is always the latest version.

   • Default Data Area - Enter the default data area to which you want to connect.

   • Product Code - Select the code name for the PCA product. The default product code is Kon20.

6. Click Connect to PCA Sales to connect to your PCA Sales account.

7. Click Create & Test to create the connection.

8. 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 PCA Sales, see PCA Sales Connector for CData Sync.