Connection Definition

The PSIcapture Configuration: Connections tab is designed to set up global connections to Xero, email, or SharePoint accounts that can then be used across multiple areas of the product, including Auto Import and Migrations. Access this tab directly from the left tab menu of the main Configuration window.

Begin the process by going to Configuration: Connections and choosing the one of the following options:

Add: Displays the Connection Definition configuration window, which changes its available connection parameters for configuration based on the currently selected Connection Type. Select one of the following connection types to begin configuring a new global connection.

• Connecting to Xero
• Connecting to email
• Connecting to SharePoint

Edit: Edits an existing Connection Definition.

Delete: Deletes the selected Connection Definition.

Details: Displays additional details about the selected Connection Definition, including associated profiles and configuration settings.

Usage: Displays the usage of the selected Connection Definition in specific capture profiles, with corresponding usage metrics.