Version 24.2.9064

• Add the PCA Sales Connector
• Authenticate to PCA Sales
  • OAuth
  • OAuth Password
• Complete Your 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.

Add the PCA Sales Connector

To enable Sync to use data from PCA Sales, 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 PCA Sales 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 PCA Sales connector. For more information about installing new connectors, see Connections.

Authenticate to PCA Sales

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

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

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

CData Sync supports authenticating to PCA Sales in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

• OAuth (default)
• OAuthPassword

OAuth

CData Sync provides an embedded OAuth application with which to connect. To use the application, select OAuth for Auth Scheme. No additional properties are required.

OAuth Password

To connect with the Password OAuth grant type, specify the following properties:

• Auth Scheme - Select OAuthPassword.

• User - Enter the username that you use to authenticate to your PCA Sales account.

• Password - Enter the password that you use to authenticate to your PCA Sales account.

• Service Id - Enter the identifier (Id) of the service account to which you want to connect.

• Service Password - Enter the password of the service account to which you want to connect.

Complete Your Connection

To complete your connection:

1. Specify the following properties:

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

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

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

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

3. If you authenticate with OAuth, click Connect to PCA Sales to connect to your PCA Sales account.

4. Click Create & Test to create your connection.

More Information

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