Version 24.2.9064

• Establish a Connection
• More Information

You can use the Salesloft connector from the CData Sync application to capture data from Salesloft 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 Salesloft, you first must establish a connection to Salesloft. Follow these steps to connect Salesloft 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 Salesloft 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. OAuth is the default setting. For this setting, specify your OAuth client Id and OAuth client secret:

     • OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

     • OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

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