Connector catalog
Open Settings and select Connectors, then click New Connector to browse the catalog. Ingestly offers three connector types:Creating a connector
- Click New Connector and pick a type from the catalog.
- Read the Setup instructions shown with the form. Each type lists the prerequisites you need on the external service (for example registering an app, choosing scopes, or copying an identifier into the form).
- Give the connector a name.
- Configure the Development credentials. This profile is required and is used while you build and test the connector.
- Optionally configure the Production credentials now, or add them later. Production credentials are used when a pipeline runs in Production.
- Save the connector.
Production credentials are optional at creation. You can create a connector with only its Development profile connected and add Production later from the connector’s edit dialog. Connect the Production profile before you copy a pipeline that uses it into Production.
OAuth connectors (Business Central, QuickBooks Online)
For an OAuth connector, click Connect to start the OAuth flow for that environment. You sign in on the external service’s consent screen and grant the requested permissions, then you are redirected back to Ingestly when authorization completes. Business Central connectors require two extra fields for each environment:- Environment: the Business Central environment name (for example
production). Use 1 to 50 characters made up of letters, digits, dots, underscores, or hyphens. - Company ID: the company GUID. It is required and must be a valid GUID.
API Key connectors
The API Key connector is not an OAuth integration. Instead you supply one or more header credentials and a base URL:- Header rows: one or more Header name and Header value pairs sent with every outbound request (for example
Authorization: Bearer ...orX-Api-Key: ...). - Base URL: the host outbound requests are restricted to.
Managing connectors
The connectors list shows a Name column, a Type column, and two status columns: Development and Production. Each status column shows the profile’s status for that environment, or Not set when that environment has no profile configured yet. Each row has two actions:- Edit: open the connector’s edit dialog. The dialog shows both environment profiles (Development and Production) side by side so you can configure, test, or rotate either one.
- Delete: permanently remove the connector.
Per-environment profile actions
Test, disconnect, and credential rotation are configured separately for each environment inside the edit dialog. Each profile offers:- Connect: shown when the profile is not connected. Enter the credentials and connect that environment.
- Test: verify a connected profile is still authorized and healthy.
- Disconnect: revoke that environment’s access while keeping the connector entry.
- Rotate credentials: replace a connected profile’s credentials without re-authorizing from scratch.
There is no standalone Rotate Credentials dialog. Rotation lives in each environment profile inside the connector’s edit dialog, alongside Test and Disconnect.
Connector status
Each environment profile reports one of these statuses:Permissions
Managing connectors requires theAccount.Connector permission. Among the built-in roles only Admins have it, but you can grant it to a custom role. See roles and permissions for details.