Connection Configuration for MultiSource Connector for CSM

Depending on your Application Edition, you can create single or multiple connections. Each connection allows you to select the source and destination mapping.

1. To begin, click the plus button to add a new connection.

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2. Give a name for your connection.

3. Choose a source from the list.

4. Select a destination from the provided options.

5. If this is your first attempt at configuring the import, select “None” from the schedule list. You can modify this value after completing the steps outlined on this page.

6. Click the “Save” button.

7. Press the “Close” button to return to the Connections list.

8. Follow the three steps detailed below:

Step 1

To proceed, click the “Build” button.

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 Now is a great time to review your CSM Customer Directory. Please ensure that the details are updated according to your selections.

2. Test

You can test the configuration by clicking the Test button. This will import the first 10 records into your CSM. After the test runs, wait a few minutes for the process to complete, then check your CSM. This provides you with an opportunity to confirm that:

• The source credentials are accurate, and the necessary permissions have been granted.

• The details have been configured without any issues.

• The data flows successfully.

3. Full Import

If you are satisfied with the test import outcomes, please proceed to execute a Full Import.