Finding and creating import connectors

An import connector is the doorway documents come in through. Everything starts on the Import Connectors list: find one, or add one with a name and a type. Credentials and schedules follow on its own tabs.

What you'll need

• The IntelieKonnect module visible in your left-hand navigation.
• These permissions: IntelieKonnect — List, IntelieKonnect — View, IntelieKonnect — Create.
• Nothing else need exist first — create one before any Smart Extract, Smart Class, Smart Queue or Smart Redact, and bind it later.

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.

Finding one

On Home, select Intelie Konnect to land on Import Connectors. The left rail also holds Export Connectors; a connector is in one list only.

Home — select Intelie Konnect.

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Column	What it holds
NAME	Your name for it.
CONNECTOR TYPE	The system it talks to; fixed at creation.
STATUS	Draft, Initialised, Verification Pending, Verification Failed, Active or Disabled.
ENGAGEMENT STATUS	Do the credentials work: Connected or Not Connected.
CREATED ON	Creation date — the default sort.
ACTIONS	Row actions, including Delete.

The two status columns are independent: a connector can be Active yet Not Connected.

Search by name matches names only. Filter By opens Apply Filters — tabs Connector Type, Status and Engagement Status, with Select All and Clear per tab and Reset Filters for all; nothing applies until you select Apply. Active filters read Filter By (2) with a count — check it before believing a connector has vanished. Sort By (Date) toggles Date and Name. Rows per page, the pager and the counter Showing 3 from 12 Connectors sit above it.

Creating one

1. Select Add Connector. New Connector opens with Add Basic Details and Select Connector Type.

2. Under Add Basic Details, enter a Name (2–100 characters) and a one-line Description (up to 250). Both required.

   

   Add Basic Details — both fields are required.

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3. Under Select Connector Type, use Search by connector or auth type, or the group pills — All Connectors, Email, File Storage, Cloud Storage, Database, API and Accounting. A pill appears only when its group holds something.

4. One card per sign-in method: Email offers App Password and Graph API; SFTP Basic and SSH Key; SQL Database and MongoDB Basic and Connection String. Google Drive and Dropbox verify with Authenticate; Azure Blob Storage, Amazon S3, SFTP and the databases with Ping. The card fixes type *and* authentication method permanently — to change either, select Delete, confirm the Delete Connector dialog and start again.

   

   A selected card fixes the type and the sign-in method.

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5. Select Submit. Elie creates it as a Draft — nothing is fetched and the scheduler skips it, so finish it later.

What success looks like

A new connector starts as a Draft that is not yet connected.

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• Saved as draft appears; you land on the connector's Overview tab, name in the breadcrumb.
• Connector Status reads Draft, Engagement Status Not Connected — expected; nothing is verified yet.
• The tab rail shows Overview, Configuration and Schedule Configs; the row is in Import Connectors.

If something goes wrong

Symptom	Likely cause	What to do
An empty list reading "No Connectors found."	A filter excludes everything, or there are none yet.	Check the Filter By count, then Reset Filters. Yours may be an export connector — switch to Export Connectors.
Search by name finds nothing for a type you can see.	Search matches names only.	Use Filter By → Connector Type.
Submit is greyed out; the tooltip reads "Enter a name and description first." or "Select a connector type to submit."	A field is empty or over length, or no type card is selected.	Name 2–100, Description 1–250 (over it: "Maximum 250 characters allowed"), then select a card.
The picker says "No results found."	Nothing matches your text.	Clear Search by connector or auth type, select All Connectors. Still absent means it is unavailable for your workspace — contact support.
The page reads "Access Forbidden".	No visibility for IntelieKonnect.	Ask a workspace administrator — see Permissions and module visibility.

Next

• The Configuration tab — credentials and file filters.
• Verify it, then enable it and add a schedule.
• Bind it to an orchestrator · Connector statuses