Configuring an export connector
A new export connector is a Draft that delivers nothing. The Configuration tab is where you give Elie the credentials to sign in with and the destination to write to.
- The IntelieKonnect module visible in your left-hand navigation.
- This permission: IntelieKonnect — Update.
- An export connector that already exists. While it is Active the tab is read-only.
If IntelieKonnect isn't in your navigation, your role doesn't have visibility for it — ask a workspace administrator, or see Permissions and module visibility.
The tab is always two cards. Credentials & Connection holds the sign-in method, the secrets, and the fields that decide where delivery lands — host and port for SFTP, the URL for Webhook. Configuration holds everything else, and is absent when a type has nothing else to set.
Steps
Open the connector from the Export Connectors list, then select Configuration.
Select Edit Configuration. If no edit action is offered, the connector is Active — select Disable in the header first.
Fill in every required field. SFTP, Azure Blob Storage, Webhook, REST API, SQL Database and MongoDB let you pick the Authentication Method here; other types show it fixed, and Email shows no credentials at all.
Set the remaining details. On REST API and Webhook that includes Payload and Body Template, with Insert field to insert a source field token.
Select Ping & Save to store and test in one step. Save Configuration saves without testing, Ping tests without saving; OAuth types show a single Authenticate instead.
What success looks like
- Status moves from Draft to Initialised.
- Engagement Status reads Connected on Overview and in the list.
- Enable becomes available in the connector header.
If something goes wrong
| Symptom | Likely cause | What to do |
|---|---|---|
| No edit action on the tab. | The connector is Active, so every tab is read-only. | Disable it, edit, then enable it again — see Enabling and disabling. |
| Enable is greyed out, and its tooltip names fields to pick first. | On an accounting export, Organization, Default GL Account and Default Item only fill in after Authenticate. | Sign in, then return and choose them. |
| Body Template must be valid JSON | Payload is JSON body or File upload (multipart), so the template is validated. | Fix the JSON, or switch Payload to XML body or Plain-text body. |
| Engagement Status stays Not Connected. | You used Save Configuration, which never tests. | Select Ping, or save again with Ping & Save. |
Next
- Export settings — file type, naming, grouping.
- Verifying a connector — Ping versus Authenticate.
- Enabling and disabling — switching it on.