Connections Overview

Available on all tiers, with more options on the Advanced and Enterprise tiers:

Note:Connection availability is affected by your tier. Please check the connection-specific documentation to see if your tier has access.

• About
• Create a Connection
• Connection Types

About

Data Sources Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. and Data Destinations A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. use Connections A Connection is an integration point that's used to link a TrueContext Data Source or Data Destination to an external service to import or export data. Data Destinations and Data Sources that share the same external service can also share the same Connection. to link to external services. Data Sources can import data from these external services, and Data Destination A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. can route data to them. Connections are configured at the Team level, meaning they can be made accessible to any Data Destinations and Data Sources. Connections streamline the process of creating new Data Destinations/Sources, as each Data Destination/Source can simply use an existing Connection; there is no need to re-enter credentials and connection details. This is especially useful for organizations that have multiple data destinations/sources connected to the same service.

Some connections can be used for a number of different data destinations/sources; for example, the Amazon Connection can be used by all types of Amazon Destinations and Sources, and the Google Connection can be used for all types of Google Destinations and Sources.

Learn more about cloud and enterprise connections by viewing the video below.

Create a Connection

Connections can be created through the Connections page, or directly from the configuration options from any Data Destination/Source.

In TrueContext, when you set up a Connection, you enter the account credentials for the third-party system. Once you save the Connection, it becomes available to TrueContext and other users for Data Source Data sources, also known as "Lookups", are external sources of data that you upload or connect to TrueContext. You can reference this data in a form to populate answers or answer options. Data sources save typing, reduce errors, and make it easy to provide mobile users with only the relevant, most current data. and Data Destination setup. This means that other TrueContext users on your team can fetch and access data available to the third-party user account.

Note:We recommend that you create a dedicated Integration User account for your third-party system and use that account to set up TrueContext Connections. Set up the Integration User with specific permissions and limited access to the third-party system data. This ensures that TrueContext Admin users and users with “Can Create” permissions can only access the data that they need.

Through the Connections page:

1. Hover over Forms & Integrations in the main menu.

2. Select Connections.

   

3. On the following page, select the Create Connection button.

   

4. Follow the configuration instructions for your desired connection type (select from the list below to see further instructions).

From any Data Destination/Source:

1. When creating or editing a Data Destination or Data Source, navigate to the "Connection" tab.

   

2. Choose "Create a New Connection" to set up a new connection.

3. Follow the configuration instructions for your desired connection type (select from the list below to see further instructions).

Connection Types

Generic Backend Integration

Available on all tiers:

• Email Connection
• FTP/Secure FTP Connection

Available on the Advanced and Enterprise tiers:

• HTTP Connection

Business Software Integration

Available on the Advanced and Enterprise tiers:

• SharePoint Server Connection

Cloud Service Integration

Available on all tiers:

• Dropbox Connection
• Google Connection
• Microsoft OneDrive Connection
• Microsoft 365 Connection
• Box Connection
• ShareFile Connection

Available on the Advanced and Enterprise tiers:

• Salesforce Connection
• ServiceNow Connection
• Zendesk Connection

Available on the Enterprise tier only:

• Amazon Web Services Connection