# Set Up a Connection

1. Log in to the application.
2. Navigate to Administration >  Connectors.
3. Click on the + (New Connector) icon.<br>

   <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXej5ADTneYolx0iH6zGKiCV4UQsJPnM03hxJU3vnN2TGPEVoxLqRTiFnzNckgKTvtl84b3p7IUYutMIjD0bJQO0vxP5L7KuDbezkir4UYSWCr0aFx_aX0UhXv3LoZ9cZejZWkbh?key=kU5fqtI4eAzquyCyuBsp-g" alt=""><figcaption></figcaption></figure>
4. The Add Connector pop-up window is displayed, where users can search for the required connector.
5. The Add Connector with Connector Type specific details pop-up window is displayed. Enter the relevant information to configure the connection.

{% hint style="info" %}
Fields marked with an asterisk (\*) are mandatory for establishing a connection.
{% endhint %}

## Connector Validation

1. Enter all connection details and perform these actions:
   1. Click **Validate** to verify the connection.
   2. Click **Save** to store the connection for future use.
   3. Click **Save** & **Configure** to validate and apply additional settings, then save.
2. Validate Connector using the **nine-dots menu.**
   1. Go to the connector screen.
   2. Select the connector.
   3. Click on the **nine-dots icon**.
   4. Select the "Validate Connector" option from the menu.
3. Once the connection is validated and saved, it will be displayed on the Connectors home page.

{% hint style="info" %}
&#x20;Users can either save the connection details first or validate the connection first and then save it.
{% endhint %}

***

Copyright © 2025, OvalEdge LLC, Peachtree Corners GA USA<br>


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