Connect your systems

Your first workflow - Stage 2 of 5

Connect your source and target, then inspect the data NIM collects.

Before you begin, complete Prepare your first workflow.

Configure both connections

1. In Integrations, open the setup guide for your source.
2. Follow its connection instructions using your own connection details.
3. Repeat for the target system.
4. Confirm each connection works using the checks described in its guide.

Connector settings and permissions vary by system; use the instructions for your selected connectors.

Collect and load the data

1. Follow Configure a system's data model to select the tables and columns your workflow needs.
2. Include the identifiers and attributes you recorded during preparation.
3. Collect and load each system.
4. Review collection results and resolve connection or collection errors before continuing.

Verify the collected records

1. View a table's data in each system.
2. Find the records selected for your workflow.
3. Check that identifiers and required attributes are populated as expected.
4. Check the target for accounts that already exist.

Ready to continue: Both systems have loaded data, and you can locate the records and identifiers needed for matching.

Step 1 of 3

Continue to the next stageMatch and select records