Version 24.2.9064

• Establish a Connection
• More Information

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

   • Auth Scheme - Select the authentication scheme. The default scheme is Basic. For this setting, you must specify these login credentials:

     • User - Enter the username that you use to authenticate to the FinancialForce account.

     • Password - Enter the password that you use to authenticate to the FinancialForce account.

   • Security Token - Enter the security token that you use to authenticate access to your FinancialForce account.

   • Use Sandbox - Select 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 FinancialForce, see FinancialForce Connector for CData Sync.