Create a YOURSOURCE source connection in the UI
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This tutorial provides steps for creating a YOURSOURCE source connector using the Platform user interface.
Overview
Provide a short overview of your company, including the value it provides to customers. Include a link to your product documentation homepage, for further reading.
Prerequisites
Add information in this section about anything that customers need to be aware of before starting to set up the source in the ۶Ƶ Experience Platform user interface. This can be about:
- needing to be added to an allow list
- requirements for email hashing
- any account specifics on your side
- how to obtain the authentication credentials to connect to your platform
Gather required credentials
In order to connect YOURSOURCE to Platform, you must provide values for the following connection properties:
For more information on these credentials, see the YOURSOURCE authentication documentation. Please add link to your platform’s authentication documentation here.
Connect your YOURSOURCE account
In the Platform UI, select Sources from the left navigation bar to access the Sources workspace. The Catalog screen displays a variety of sources with which you can create an account.
You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.
Under the YOURSOURCE’S CATEGORY category, select YOURSOURCE, and then select Add data.
The Connect YOURSOURCE account page appears. On this page, you can either use new credentials or existing credentials.
Existing account
To use an existing account, select the YOURSOURCE account you want to create a new dataflow with, then select Next to proceed.
New account
If you are creating a new account, select New account, and then provide a name, an optional description, and your credentials. When finished, select Connect to source and then allow some time for the new connection to establish.
Next steps
Workflows for the remaining steps of creating a dataflow are modularized. If there are any specific call-outs you want to make regarding your source, please see the additional resources section below.
By following this tutorial, you have established a connection to your YOURSOURCE account. You can now continue on to the next tutorial and configure a dataflow to bring data into Platform.
Additional resources
This is an optional section where you can provide further links to your product documentation or any other steps, screenshots, nuances you consider important for the customer to be successful. You can use this section to add information on or tips on the entire workflow of your source, especially if there are particular “gotchas” that an end-user might encounter.