Outbound Integration Configuration

Keeping naming conventions consistent across systems usually means updating each platform by hand. Outbound integrations remove that manual step, automatically pushing your governed names from Claravine back to the connected platform. An inbound integration must be set up first; any corrected data that is mapped in the outbound integration will write back to the system using the ID as the match value.

Add an Outbound Integration to a Template

To add an outbound integration to a template:

• The integration template must already include the inbound integration configuration.

1. Click + Inbound integrations. 
2. Click the name of the platform's outbound connector. 
   The outbound configuration section for that integration displays.
   
3. Integration Details: Enter the Integration Name. If no value is entered, Claravine defaults the Integration Name to the Template name.
4. Account Selection: Select the connected account from the drop-down list. This should match the data level chosen for the inbound integration configuration.
5. Data Selection: Select which data level to bring into a template. This should match the data level chosen for the inbound integration configuration.
6. Field Mapping: For all data levels, the ID field is required and should be pre-selected. 
   
   1. Click + Add New Mapping to select the field in Claravine to map to the platform's field.
   2. If the account has Claravine AI enabled, click Auto-map Fields to automatically match the fields in your template to the corresponding platform fields, without setting up each mapping manually. Manual mapping is still available if you prefer to map fields individually. 
7. Click Save to save the template.