Connecting to services
Prev  Connections  Next

Connecting to services

To automate with most apps in Axelor Connect, you must first create a connection. Through this connection, Axelor Connect communicates with the third-party service according to the settings of your specific scenario.

For example, if you want to create a scenario in which you intend to work with your Facebook posts, you must first grant Axelor Connect access permission to your Facebook account.

Create a connection

  1. Go to your Axelor Connect scenario and choose the module you want to use. If a given module requires a connection to a service, Connection is the first option.

  2. Click Add.

    connecting_1.png
  3. A default connection name appears. You can change it if you want.

  4. Click Save.

    connecting_2.png
    [Note] Note

    For some connections, you may also wish to check the Show advanced settings option and fill in additional fields.

  5. When creating a connection to most third-party services, Axelor Connect redirects you to their web page which prompts you to grant Axelor Connect access to your data.

  6. When prompted, authorize Axelor Connect.

You have now successfully established the connection.

connecting_4.png

Access rights

For every connection, Axelor Connect requires only those access rights necessary to successfully complete a specific scenario. For example, if you create a scenario that downloads posts from Facebook, Axelor Connect will not ask for permission to post them.

Unfortunately, not all services allow you to limit access to only specific tasks. Therefore, Axelor Connect requires full access rights. For more information on how to restrict Axelor Connect access to your account registered to those services, see the application-specific documentation.

Personal data security is Axelor Connect's top priority. For detailed information on how your data is secured and protected in Axelor Connect, click here.

Managing connections

You can manage your connections in the Connections section. Here you can see which permissions Axelor Connect has for each connection and rename, reauthorize, or delete existing connections. Click Verify to check if a connection to a service is established.

Renewing a connection

Axelor Connect usually obtains access rights to a given service for an unlimited period of time. However, this is not always the case. With some services, you must renew the access permission after a certain period of time. To renew a connection, click Reauthorize in the Connections section.

Previous Next
Copyright © 2005-2024 Axelor. All Rights Reserved. White label documentation
  • Create a connection
  • Access rights
  • Managing connections
  • Renewing a connection

Prev  Up  Next
Keys  Home  Connecting Axelor Connect to any web service that uses API tokens authorization