Version 24.2.9064

• Add the CloudSign Connector
• Authenticate to CloudSign
• Complete Your 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.

Add the CloudSign Connector

To enable Sync to use data from CloudSign, you first must add the connector, as follows:

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 to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the CloudSign connector. For more information about installing new connectors, see Connections.

Authenticate to CloudSign

After you add the connector, you need to set the required properties.

• 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.

Complete Your Connection

To complete your connection:

1. (Optional) Set Use Sandbox to True if you are connecting to a sandbox account. Otherwise, leave the default setting (False).

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

3. Click Create & Test to create your connection.

More Information

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