Begin Setup: All Connector Categories

Describes how to begin connector setup to create a connector using the decision tree.

In this task, you locate a connector category. When navigating questions and answers in the decision tree, you can clear and reselect answers as needed.

To locate a connector:

  1. On the top-right side of the dashboard, choose .

    The Connector Wizard opens.

  2. To select a connector category, in the To which category do you want to add an Integration Connector? dialog box, choose Select Answer.

    The Select Answer dialog box opens.

  3. Do either of the following to choose a connector category:

    1. Choose one of the connector categories in the list.

    2. To search for a connector category, type keywords in the Search Answers field. The list of categories filters based on the values you enter. For example, if you type Invoice, only connectors related to Invoice integrations display. Make your selection or continue to answer any additional questions to complete the decision tree.

  4. After choosing a connector category, choose Select.

  5. Based on the connector category you selected, choose one of the following options to continue: