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Outreach

Version 24.2.9064

Outreach

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

    • API Version - Select the version of the Outreach API that you want to use. The default value is always the latest version.

  6. Click Connect to Outreach to connect to your Outreach 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 Outreach, see Outreach Connector for CData Sync.