Version 24.2.9064

• Establish a Connection
• More Information

You can use the Wave Financial connector from the CData Sync application to capture data from Wave Financial 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 Wave Financial, you first must establish a connection to Wave Financial. Follow these steps to connect Wave Financial 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 Wave Financial 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 that you want to use. OAuth is the default setting.

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