Finding and creating export connectors

An export connector is the way finished results leave Elie: as files in a folder, rows in a database, a message to a web address or a bill in your accounting system. Export Connectors lists them, and Add Connector starts the setup wizard.

What you'll need

• The IntELIEKonnect app in your top bar.
• These permissions: IntELIEKonnect · Export - List, IntELIEKonnect · Export - Create, IntELIEKonnect · Export - Update, IntELIEKonnect · Export - Execute.
• List shows the list and Create starts the wizard. Its Configuration step tests the connection, which also needs Update and Execute.

If IntELIEKonnect isn't in your top bar, your role can't view it or your plan doesn't include it. Ask a workspace administrator, or see Permissions and module visibility.

Finding one

Select Export Connectors in IntELIEKonnect's left rail. The list works like Import Connectors: Search by name matches names only, All Connector Type, All Status and All Engagement filter it, and the Connector Name and Created on headings sort it. A Draft chip marks a connector nobody finished setting up. Under Actions, a row offers Enable or Disable and, while it is not Active, Remove.

Creating one

1. Start the wizard

   Select Add Connector. New Connector shows its steps across the top: Overview, Configuration, Export Config and Schedule Configs. Some types have fewer; see Which tabs you see.

   

   The New Connector wizard for an export connector, its four steps ringed across the top: Overview, Configuration, Export Config and Schedule Configs. Add Basic Details is below, not yet filled in.

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2. Name it and choose the type

   Under Add Basic Details, enter a Name (2-100 characters, unique among your export connectors) and a Description. Under Select Connector Type, select a category, then a type card. The type can’t be changed later.

3. Connect it

   Select Continue setting up. Fill in where to deliver and how to sign in, select Test or Authenticate, then Continue setting up again. See Configuring an export connector.

4. Choose what gets exported

   On Export Config, pick the file types and, if you like, a file name prefix or a template. See Choosing what gets exported.

5. Choose when it delivers

   On Schedule Configs, set Group Export to Scheduled Batch and give it a schedule, or choose Immediate Delivery. Then select Finish setting up. See Setting an export schedule.

A Webhook or accounting connector finishes on Configuration, where the button reads Finish setting up. Save as draft stops part-way at any step but the last.

What success looks like

• Connector setup complete appears and the connector opens on its Overview tab.
• Connector Status reads Initialised and Engagement Status reads Connected.
• It is a row in Export Connectors, marked Inactive until you enable it.

If something goes wrong

Symptom	Likely cause	What to do
Continue setting up stays greyed out on the first step.	A field is empty, the name breaks the rules, or no type card is selected.	Check both fields and pick a card.
An error says a connector with that name already exists.	Names are unique per direction.	Choose another name.
Continue setting up stays greyed out on Export Config.	No file type is ticked, or As Template has no document.	Tick a type, or upload the template.
Finish setting up stays greyed out.	Scheduled Batch is on but the schedule is incomplete.	Finish the schedule, or choose Immediate Delivery.
A connector you made is missing.	It is an import connector.	Look in Import Connectors.

Next

• Configuring an export connector - where it delivers and how it signs in.
• Enabling, disabling and removing - switching it on.
• Binding an export connector to an orchestrator - giving it results to deliver.