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Authentication details may vary depending on Credential Type: *Generate Access Token or API keys for 3rd party apps like Shopify (Generic Http) *Add service ID (Generic Http) *Add username and password (Basic Http) *Add connection string ( for SQL/database) |
Click SAVE button
Create Client Endpoints
Endpoints are specific URLs or network addresses where the Service Provider can be accessed. They serve as entry points for the pipeline to interact with the external service.
Click on Settings Menu → Endpoints
If this menu is not visible, zoom out the window to see all sub-menus is SETTINGS
Click “Create New” Button on the bottom of the right pane
Type the Name of the Endpoint
Select Type Value (HTTP or SQL)
Select Provider
Type HOST (Domain for HTTP or Server endpoint for a SQL)
Select Default Credentials
Click SAVE button
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Add Service Provider Credentials
Click on Settings Menu → Service Provider Credentials
If this menu is not visible, zoom out the window to see all sub-menus is SETTINGS
Click Create New + icon
Select Service Provider
Select Endpoint
Select Credentials
Click SAVE button
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Set Up Client Task Group (optional)
Task Group is a template of action steps that can be used in creating pipelines for easier configuration.
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Click on Settings Menu → Task Groups
Task Group Menu is only available for Admin account
Click “Create New” Button on the bottom of the right pane
Type the Name of the Task Group and Click SAVE button
Configure Pipeline by clicking the Pipeline Edit field
Add Pipeline Action Steps
Click SAVE button
Click EXPORT Button to Export a Task Group in .json file
Click IMPORT Button to copy file
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Set Up Pipelines
Part I - Pipeline Details
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Import and Export a Pipeline
Enable user to export/import pipelines from one client to another and from one environment (UAT → Live) to another.
Click IMPORT Button and select a file to import
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Click tClick EXPORT Button to Export a Pipeline in .json file
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Click on Pipeline Runs Menu to Monitor History and execution of Pipelines
Use search Filters and click “APPLY” button
Click “VIEW” button to Check errors and View details of activity
Activity will show Green
if successful or Red X if failed
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