Add Connections

Creating a Connection

Click on Connections from within the dropdown menu in the top-right corner.

1

Once on the Connections page, click Add Connection.

2

Loome Integrate can connect to a number of cloud and on-premises data sources. You can filter this extensive list by typing the connection name you are looking for in the filter field. In this example, we will be connecting to the cloud-based Dynamics CRM.

3

To connect to the new cloud source, Loome Integrate requires a connection string from the user. Strings can vary depending on connection type, but all share a similar structure. Loome Integrate has connection templates automatically generated for your source type.

You will need to update the template by replacing fields with any required information.

For example, for a Microsoft SQL Server connection the following standard template only requires your ServerAddress and your DataBase name, as shown below.

4

Depending on the connector type, you may need to provide Loome Integrate your credentials in order to validate your connection.

You can provide your credentials in the user name and password fields if you do not want to use the connection string.

For example, in the case of Dynamics 365, the username is an email with its associated password. This would be the same credentials you use to log into Dynamics 365. (Dynamics 365 may also require additional security configuration details that are provided upon selecting the connection type.)

You can choose to provide your credentials via the connection string or the username and password fields.

5

You can then click Submit.

You can now create and run a task, such as a Data Migration task, using this connection.