Which tabs you see
Open two connectors and they may have different tabs down the left. Nothing is broken and nothing is hidden by your role: the tabs come from the connector's direction and type, and some types have nothing to put on a tab. The setup wizard follows the same rule, so it never walks you through a step the finished connector has no tab for.
The rule
| Tab | When it appears |
|---|---|
| Overview | Always. Name, description and the two statuses. |
| Configuration | Always. Sign-in and connection details. |
| Export Config | Export connectors that deliver files: file name, file types, template. |
| Schedule Configs | Every connector except Webhook and the accounting exports. |
| Bindings | Always. The modules this connector is bound to. |
By connector
| Connector | Export Config | Schedule Configs | Wizard steps |
|---|---|---|---|
| Any import connector | No | Yes | 3 |
| Export: SFTP, FTPS, Email, the five Cloud Storage types, SQL Database, MongoDB | Yes | Yes | 4 |
| Export: REST API | No | Yes | 3 |
| Export: Webhook | No | No | 2 |
| Export: QuickBooks Online (Export), Xero (Export), Zoho Books (Export) | No | No | 2 |
Overview, Configuration and Bindings are on every connector. The wizard has no Bindings step, because a binding is made in the module that uses the connector.
Why the exceptions
Webhook and REST API send a rendered message to an address rather than a file, so there is no file name or file type to set. Their format lives on Configuration, under Payload and Body Template. A Webhook sends each result the moment it is ready, so it has no schedule either.
The accounting exports create a bill or invoice in the ledger as each document finishes. There is no file and nothing to batch, so neither tab applies.
If a tab you expect is missing
Check the connector's type, shown after Type: in the header. A missing tab on a Webhook or an accounting export is permanent, and no permission or setting brings it back. Since the type can't change, you need a different connector; see Choosing a connector type.
If the page shows an error with Back to Connectors instead of tabs, the connector didn't load, or it has been removed.
Next
- Choosing a connector type - the choice that fixes the tabs.
- Choosing what gets exported - what Export Config holds.
- Setting an import schedule - what Schedule Configs holds.