Configuring an export connector

An export connector's Configuration says where results go and how Elie signs in there. It is the second step of the setup wizard and a tab on the connector afterwards, with the same two cards as an import connector: Credentials & Connection, then Configuration.

What you'll need

• The IntELIEKonnect app in your top bar.
• These permissions: IntELIEKonnect · Export - Update, IntELIEKonnect · Export - Execute.
• An export connector that is not Active. Saving tests the connection first, which is why Execute is needed too.

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.

Steps

1. Open the form

   Open the connector from Export Connectors, select Configuration, then Edit. In the wizard it opens ready to edit.

   

   The Configuration tab of Remittance webhook, a Webhook export, ringed in the tab list, with Edit ringed at the top right. Credentials and Connection shows Connection successful, Bearer Token, the address blurred, Method POST, Payload JSON body and the body template.

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2. Say where to deliver

   Fill in every field marked * in Credentials & Connection. For a server or storage account that is its address and folder; for Email, the recipients, with no sign-in at all. On a cloud drive, sign in with Authenticate, then choose the folder. Google Drive also lets you type a folder that doesn’t exist yet with Use a new folder path instead.

3. Write the body, for a webhook or REST API

   Choose a Payload: JSON body, XML body or Plain-text body, plus File upload (multipart) on REST API. Then write the Body Template, using ${fieldName} wherever a value from the document should go. Insert field offers the fields of the Smart Extract the connector is bound to.

   

   The Webhook in edit mode: Payload set to JSON body and the Body Template, both ringed. The template sends payer, reference, paidOn and amount, each filled from a field of the Remittance Advice extract it is bound to, and Insert field sits below it.

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4. Finish an accounting connector

   After Authenticate, choose the organisation (QuickBooks fills it in for you), the Record Type and the Default GL Account; a QuickBooks invoice takes a default item instead. The note Required document fields for export lists what each document must carry.

5. Test, then save

   Select Test to try the connection without saving, then Save Changes, or Continue setting up in the wizard. Elie tests your values again and saves them only if they connect.

What success looks like

• Connection successful sits beside Credentials & Connection.
• Engagement Status reads Connected, and Enable appears at the top of the connector.

A body template needs a bound Smart Extract

Insert field reads its fields from the Smart Extract the connector delivers for. A brand-new connector isn't bound to anything, so the button is replaced by a note saying there are no source fields yet. You can type ${fieldName} tokens by hand, or come back once the connector is bound: disable it, select Edit, insert the fields, save and enable it again.

If something goes wrong

Symptom	Likely cause	What to do
There is no Edit.	The connector is Active.	Select Disable first. See Enabling, disabling and removing.
Body Template must be valid JSON under the field.	Payload is JSON body or File upload (multipart), and the template isn't valid JSON.	Fix the JSON, or choose XML body or Plain-text body.
Test fails on a Webhook.	The address isn't reachable from Elie, or it refused the token or key.	Check the address and the secret with whoever runs the receiving service.
Enable is greyed out after saving.	An accounting connector still needs its organisation or Default GL Account.	Its tooltip names them; choose them here.
The folder button is greyed out.	You haven't signed in yet.	Select Authenticate first.

Next

• Choosing what gets exported - file types, name prefix and templates.
• Verifying a connector - Test and Authenticate, for exports too.
• Enabling, disabling and removing - switching it on.