Connecting to Other Systems
Connecting to OneDrive for Business
MS Graph Connections Preferred We highly recommend connecting your Microsoft services using the Microsoft Graph integration. As the unified gateway to Microsoft 365, a single MS Graph connection securely authenticates SharePoint, OneDrive, and Excel ...
Connecting to OneDrive (Personal)
MS Graph Connection Recommended We highly recommend connecting your Microsoft services using the Microsoft Graph integration. As the unified gateway to Microsoft 365, a single MS Graph connection securely authenticates SharePoint, OneDrive, and Excel ...
Connecting to Egnyte
Governance and collaboration for a content-critical age with Egnyte’s secure enterprise cloud storage. Our built-in connectors enable seamless integration with your Egnyte Connect account, enabling efficient workflows across your organization with a ...
Connecting to Microsoft Graph
Microsoft Graph is the unified gateway to all Microsoft 365 services. By authenticating a single MS Graph Connection, you eliminate the need for individual connections to SharePoint, OneDrive, and Excel, while gaining full support for Multi-Factor ...
Connecting to REST with OAuth 2.0
OAuth 2.0 is an authorization protocol that allows applications to access user data from other services without sharing the user’s credentials. It enables users to securely grant limited access to their resources on one service to another ...
Connecting to Twilio
Twilio helps you send and manage short messages programmatically. We support Twilio text messaging functionality via our Task and Form Connectors. Our system can automatically send a text message when a Form entry is uploaded and/or a Task ...
Connecting to MySQL
Authenticating a connection to MySQL enables communication between the two platforms. This must be successfully added before Form Connectors can push or Data Source Connectors can pull data. Adding The Data Hub area of the platform is where you can ...
Connecting to Power BI
Legacy Feature The original vendor no longer supports this type of connection. Instead, use or switch to an MS Graph Connection for your Power BI integrations. Microsoft Power BI is a business intelligence tool that enables users to visualize, ...
Connecting to PostgreSQL
Authenticating a connection to PostgreSQL enables communication between the two platforms. This must be successfully added before Form Connectors can push or Data Source Connectors can pull data. Adding The Data Hub area of the platform is where you ...
Connecting to Google Drive & Spreadsheets
Adding and authenticating a Connection to your Google Drive and Spreadsheets allows data to be pushed and pulled between the two platforms. Form Connectors can then be added to send files to your Google account or add rows to a spreadsheet when a ...
Connecting to Xero
What is Xero? Xero is a cloud-based accounting software designed for small to medium-sized businesses. Offering a range of features to streamline financial processes. These processes can be further streamlined with apps from our platform that can ...
Connecting to Box
Box is a Secure Cloud Storage Platform used to store your data files. It allows you to easily share these files like you would with other cloud file storage services like Dropbox, Google Drive, and OneDrive for Business. Authenticating a connection ...
Connecting to QuickBooks
QuickBooks simplifies small business accounting and automates tasks such as bookkeeping, invoicing, time tracking, sales tax management, budgeting, bank reconciliation, and inventory tracking. These processes can be further streamlined with apps from ...
Connecting to ArcGIS
ArcGIS is a Geographic Information System (GIS) software developed by Esri (Environmental Systems Research Institute). It is used for mapping, spatial analysis, and data visualization to help users understand geographic relationships and patterns. ...
Connecting to FTP
Authenticating a connection to an FTP server enables communication between the two platforms. This must be successfully added before Form Connectors can push or Data Sources can pull data. Adding The Data Hub area of the platform is where you can add ...
Connecting to Google Cloud Platform
Our Premium Connector lets you connect the Google Cloud Platform with our platform. Learn more about how to Add Connections. Adding The Data Hub area of the platform is where you can add connections for connectors. Navigate the side menu to Data Hub ...
Connecting to Google BigQuery
Our platform enables you to connect quickly and easily to Google BigQuery.This article covers the basic requirements that will be needed to run BigQuery connectors. Before continuing with a step-by-step guide on setting up a Google Cloud Platform ...
Connecting to GeoOp
GeoOp is an emerging job management system that efficiently enables service jobs to be coordinated and managed. One of the easiest ways to automate your process is to export your form entries as documents that can be attached to a GeoOp job. These ...
Connecting to NetSuite
First, you must add a NetSuite Connection in the Appenate web portal, under Data Hub > Connections. What you’ll need from your NetSuite account to authenticate the connection between the two systems is as follows. Configuring Company Domain The ...
Connecting to Salesforce
The Data Hub area of the platform is where you can add connections for connectors. Navigate the side menu to Data Hub > Connections. On the Connections page: Click the ADD CONNECTION button in the top-right-hand corner to bring up a list of ...
Connecting to SharePoint
Authenticating a connection to SharePoint allows the two platforms to communicate. This authentication must be completed before Form Connectors (SharePoint List and SharePoint Document) can push data or Data Source Connectors can pull data. The ...
Connecting to Snowflake
Snowflake’s Data Cloud provides data storage, processing, and analytics solutions that scale impressively. Our Snowflake Connectors will allow you to push and pull data from a Snowflake database or data lake. So if you’re using the Snowflake ...
Connecting to SQL Server
Authenticating a connection to Microsoft SQL Server enables communication between the two platforms. This must be successfully added before Form Connectors can push or Data Sources can pull data. Adding The Data Hub area of the platform is where you ...
Connecting to Dropbox
Dropbox is a cloud storage service that lets you save and sync files online to your devices. You can use Dropbox links to share files and folders with other people without sending large attachments. Our Dropbox Connectors will allow you to push and ...
Connecting to Amazon S3
In order to push/pull data from your Amazon S3 storage buckets or S3 API-compliant third-party services, you must first configure an S3 Connection. Adding a Connection When logged into your Appenate web portal, navigate to Data Hub > Connections > ...
Troubleshooting Connection Issues
SharePoint and OneDrive Issue: Error message of “For security reasons DTD is prohibited in this document” when creating a Connection. Solution: You are likely missing a required CNAME for “msoid” on your custom Office 365 domain or SharePoint site. ...
Adding Connections
Administrator Level Users need to be on an administrator level to add and configure Connections. Depending on the Form or Data Source Connector you want to use, you may need to set up a Connection with the external service to authenticate ...