Understanding Data Connectors

Types of Connectors

Provider Connectors

• Purpose: Link an API data source for a specific Technology across a partners customer base to multiple customer profiles

Customer Connectors

• Purpose: Link an API data source for a specific Technology for a specific customer to a specific customer profile in Paratira 

How to Setup a Provider Connector:

1. Log in to your Paratira account
2. Ensure that you are viewing the platform as a Provider and not a customer 
3. Screenshot of where to look in the User Interface to see view                           
4. Navigate to Settings in the left menu
5. Select Connectors from the settings submenu
6. Click the Add Connector button

After you have clicked "Add Connector", you will see the options similar to below:

Select the specific connector you want to configure

Configure Authentication

1. Enter the required credentials:
   • For API-based connectors: API keys, Client IDs, Client Secrets
   • For account-based connectors: Username and password
   • For OAuth connectors: Complete the authorization flow

Map Customer Relationships

1. Match up discovered customers from the raw data with customer profiles in Paratira by selecting them from the drop-down menu. These should automatically match up, however in the case that the matching is incorrect, then you will need to manually match these.
   • For existing customers, match these with the existing customer in the dropdown, which will list most likely matches.
   • For new customers, select "Create as a new Customer", this will create a new customer based off the details in the system.
2. Confirm each of the mapped customers, and new customers
3. Save and complete

Should you have any issues, feel free to reach out to: sanjay.subramaniam@raioam.com