Pipedrive コネクタを追加
Pipedrive への認証
After you add the connector, you need to set the required properties. Company Domain: Enter the company domain that you use to access your Pipedrive account. (You can locate the domain name in the Pipedrive home-page URL.) CData Sync supports authenticating to Pipedrive in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.Basic
To connect with your user credentials, set the following properties:- Auth Scheme: Select Basic.
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API Token: Enter the API token that you use to access your Pipedrive account.
To obtain your API token:
- Click the account name (on the top right) in Pipedrive. Pipedrive then displays a drop-down list.
- Select Company Settings > Personal Preferences -> API -> Generate Token.
- Copy the generated token and paste it in the API Token text box in Sync.
OAuth
接続を完了する
To complete your connection:- For Schema, select the schema that you want to use. The default schema is V1.
- Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)
- Connect to Pipedrive to connect to your Pipedrive account.
- Click Create & Test to create your connection.