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Workspace admin/intelie-konnect/import-connectors/create

Choosing a connector type

You choose a connector's type on the first step of the setup wizard, and it can't be changed afterwards. Once the draft exists, the wizard says so: Connector type can't be changed after the connector is created. To switch type, remove the connector and create another.

The Select Connector Type section of a new import connector: a grid of category cards, among them Email, File Storage, Cloud Storage, Database, API Services and Accounting, each with a one-line description, an options count and the icons of the types inside it.
Pick a category first, then the type inside it.
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What you can connect to​

Under Select Connector Type, pick a category card, then a type card inside it. Categories takes you back to the grid.

CategoryImport connectorsExport connectors
EmailApp Password, Graph API or Microsoft Sign-inEmail, sent through Elie's own sender with no sign-in
File StorageSFTP, FTPSSFTP, FTPS
Cloud StorageGoogle Drive, Dropbox, Microsoft OneDrive, Azure Blob Storage, Amazon S3The same five
DatabaseSQL Database, MongoDBSQL Database, MongoDB
API ServicesREST APIWebhook, REST API
AccountingQuickBooks Online, Xero, Zoho BooksQuickBooks Online (Export), Xero (Export), Zoho Books (Export)

How to choose​

Take the first answer that fits.

  1. Should the result become a bill or invoice in your accounting system? Use the accounting export for that ledger. It creates the record straight away, so it has no file settings and no schedule.
  2. Are the documents in a folder already? Use SFTP or FTPS for a server, or the matching Cloud Storage card.
  3. Do they arrive as email attachments? Use Email and pick the sign-in your organisation allows (below).
  4. Is it rows in a database or records behind an API? Use SQL Database, MongoDB or REST API. SQL Database and MongoDB carry rows rather than documents, so they feed a knowledge base or Voice IntELIEgence and can't be an IntELIEDocs channel.
  5. Should another system be told the moment a result is ready? Use Webhook.

Three ways to sign in to a mailbox​

An email import is the one type where the card itself is the sign-in method, so it is fixed with the type.

  • App Password reads the mailbox over IMAP with its address and an app password.
  • Graph API uses an app registered in Microsoft Entra: client ID, secret and tenant ID.
  • Microsoft Sign-in has you sign in with the Microsoft 365 account that owns the mailbox.

Every other type with a choice of sign-in shows an Authentication Method list on its Configuration step instead, and you can change it later while the connector is switched off. SFTP offers Basic or SSH Key; Azure Blob Storage Account Key or SAS Token; SQL Database Username & Password or Connection String, and MongoDB adds Client Certificate; Webhook Bearer Token, API Key or HMAC Signature; REST API Bearer Token, API Key, Username & Password or OAuth 2.0.

The sign-in decides how you verify​

Most types verify with Test, a connection attempt while you wait. Google Drive, Dropbox, Microsoft OneDrive, the accounting types, Microsoft Sign-in and REST API with OAuth 2.0 verify with Authenticate: you sign in at the provider in a pop-up window. If your organisation blocks consent for outside apps, an Authenticate type can't connect until an administrator approves Elie. See Verifying a connector.

Next​

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