Set up a connection to Datarails

Naga Sri Hari Gonaboyina

Updated November 25, 2024 07:51

Datarails is a financial planning and analysis software designed to enhance the finance team's budget, forecast, and reporting processes.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting	Instructions
Name your connection *	Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
Username *	Enter your Datarails account username.
Password *	Enter your Datarails account password. Multiple layers of protection, including AES 256 encryption, are in place to keep your password safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

Setting

Instructions

Name your connection *

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Username *

Enter your Datarails account username.

Password *

Enter your Datarails account password.

Multiple layers of protection, including AES 256 encryption, are in place to keep your password safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see Basic auth universal connector documentation.

Set up a connection to Datarails

Set up a connection

Tip

Additional reference

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