Administrators and Managers with Account-management permission can create a connection between Claravine and another account or platform. An Account will use an API connection to pull data into Claravine or push data from Claravine.

Examples of Account types:

What is the difference between inbound and outbound?

• Inbound can pull in fields of data from an external solution which prepopulates information for review, modification and enrichment that the user would otherwise need to add manually
• Outbound can send out fields of data to an external solution to replace or enrich data.

  Integration availability varies by contract. Please reach out to your CSM and/or Account Executive for more details.

Viewing an Account

To view an Account:

1. Click Settings in the Navigation menu.
   
   
2. Click Accounts in the Integrations Sub-Navigation menu.

               The Accounts page displays.

You can view the following information about Accounts:

• Name
• Type
• Description
• Date Added

The sort feature is available for all columns. You can sort all columns in ascending or descending order.

Creating an Account

To create an Account:

1. In the Accounts page, click to create a new Account.
     The Edit New Account menu displays.
   
   
   
2. Enter the following information for the Account:
   1. Name
   2. Description
      
      
3. Select one of the following account types:

  Secrets are securely stored and never viewable.

4. Click Save.

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Editing an Account

To edit an Account:

1. On the Account page, click the name of the Account you want to modify.
     The Edit Account menu displays.
   
   
   
2. You must enter the Required Account Information to make any changes to the Account.
   
   
3. Click Save.
   
   

Deleting an Account

To delete an Account:

1. On the Account page, click the name of the Account you want to remove.
   
   
2. Click  Delete.
   A confirmation message displays.
   
   
   
3. Click Confirm.

What's next: Read the inbound and outbound template configuration Knowledge Base articles:

AWS S3 Inbound Configuration
SFTP Inbound Configuration
Google Campaign Manager 360 Inbound Integration
Workfront Inbound Configuration
Ads Manager (Meta) Inbound Integration
Adobe Experience Manager Inbound Integration
Google Ads Inbound Integration

AWS S3 Outbound Configuration
Azure Blob Outbound Configuration
Bitly Outbound Configuration
Box Outbound Configuration
Campaign Manager Outbound Configuration
Meta Outbound Configuration
Google Cloud Outbound Configuration
QR Code Monkey Outbound Configuration
SFTP Outbound Configuration
Workfront Outbound Configuration
Google Analytics Data Import Outbound Configuration