Data Connectors

About this article

This article will explain Data Connectors and how these can be set up from Integrations management in the Admin Center. A Data Connector must be activated before you can connect to any Data Integrations.

Prerequisites

What is a Data Connector?

Data Connectors retrieve data from one or more external data sources and inject the data into the document as part of the document compilation flow. This means that you can utilize data from any company system in document creation, automated compilation, and management.​

Templafy supports the following Data Connectors:

• Custom Data Connector
• Microsoft Dynamics 365
• Microsoft Graph
• Microsoft SQL Server
• Salesforce

How to use Data Connectors with External Data Sources?

In order to use data from any of the systems in the above list you need to follow two steps: 

• Creating an External Data Source
• Configure templates with Dynamic Data Connector Form field (External Data Source)

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