Set up a connection to LiquidPlanner

LiquidPlanner documentation: API Guide, Authentication

Start establishing a connection to LiquidPlanner in either of the following ways:

• From the Resources menu, select Connections. Then, click + Create connection at the top right.
      – or –
• While working in a new or existing integration, you can add an application to a flow by clicking a source or destination. In the resulting Application list, select LiquidPlanner. Then, click the plus sign (+) to the right of Connection to edit the settings.

Authentication type: Basic

• Name: Required:Name the connection.
• Authentication Type: Required: Select Basic.
• Username: Required: Enter Username of your registered LiquidPlanner account.
• Password: Required: Enter Password of your registered LiquidPlanner account. The Passeord is created when the account is created.
• Borrow concurrency from (optional): Select another connection from the list....

• Concurrency level (optional): Up to 25 allowed....

Authentication type: Token

• Name: Required:Name the connection.
• Authentication Type: Required: Select Token.
• API Token: Required: Enter the API token. Use the following steps to get an API token:
  1. Log in to your LiquidPlanner account.
  2. Click on User Menu 🡪 My Settings
  3. Click My API Tokens🡪Add New Token to create a new token.
  4. This is the required API token.
• Borrow concurrency from (optional): Select another connection from the list....

• Concurrency level (optional): Up to 25 allowed....