You can create Accounts from Manager or from Designer. In Designer, when you select a Snap that requires an Account, it will prompt you to select an existing Account or to add one. The Accounts available from the dropdown menu include those that work with that specific Snap, and to which you have access. You can continue to work on the Pipeline without associating an Account with the Snap, but you will not be able to view sample data or define mappings and transformations without connecting to the endpoint.

AutoSync data pipelines can use Accounts created in the IIP. To make an Account created in the IIP available to AutoSync users, do one of the following:

• Save the Account in the global shared folder.

• Create the Account in Manager on the AutoSync Manager screen, as described in Add Account credentials for a user group. This requires Org admin privileges.

Prerequisites

• Write permissions for the SnapLogic Project in which to create the Account.

• All of the values necessary to access the endpoint, such as hostname or server path, username, and credentials.

Creating an Account from Manager

To create an Account from SnapLogic Manager:

1. In the left navigation tree, expand Project Spaces.

2. Navigate to your project space and click the shared folder or the project in which to create an account.
   All project assets display. 

3. Perform one of the following:

   • With the All tab selected, click in the toolbar, and select Account.

   • Select the Accounts tab, and click in the toolbar. 

4. From the dropdown menu, select the type of Account. Some types have multiple options.
   For example, to create an Account to connect to Google Analytics, you can choose between Dynamic OAuth2 and OAuth2:
   
   

   Open

   

5. Enter the information required to connect to the account. The Snap Reference describes the fields for each type of supported data source. If your Org uses Secrets Management, <add xref>

6. If the Account type supports validation, click Validate to make sure the connection succeeds.

7. Click Apply to save the Account.

The Account is available for use in Pipelines in the same project folder.

Creating an Account from Designer

To create an Account when working with a Pipeline:

1. Drag a Snap to the Canvas or select an existing Snap.

2. If the Create Account Options dialog does not display automatically, click the Accounts tab.

3. Click Add Account.

4. For Location, select the Project folder.

5. If the data source has more than one Account Type available, select one. The following example shows the account types for a Salesforce Batch Create Snap:

   Open

   

6. Click Continue.

7. In the Create Account dialog, specify the required settings to connect to the data source. The Snap Reference describes the fields for each type of supported data source.

8. If the Account type supports validation, click Validate to make sure the connection succeeds.

9. Click Apply to create the account.

Related Content

• Modifying Accounts

• Deleting Accounts

• Migrating Accounts