How to manage connected accounts (sources and destinations)?

The Coupler.io 'Connections' page enables users to manage their connected accounts (sources and destinations) within a given Coupler.io organization from a single view. To get started using Coupler.io you need to set up a new importer and during this process you are going to connect your source and destination connections.

Table of content

1. 'Connection' section
2. Manage source connections
3. Manage destination connections
4. Manage shared and private connected accounts

1. Connection section

All your connections are stored in the 'Connections' section of Coupler.io web application. You may navigate it through the side panel:

You may also use this link https://www.coupler.io/app/connections to open the 'Connections' section page.

The Connections page represents a list of connected accounts used as both sources and destinations for your organization, specifying their creation date, the number of importers using it, as well as the ability to set the connection status to either Private or Shared.

• If you set a connection status to Shared, it will be available across the entire Coupler.io organization (your account). So, other users within your organization will be able to re-use it when creating new importers.
• If you set a connection status to Private, it will be available for you only. Nobody will be able to re-use it when creating importers. 

There is also a possibility to reconnect (in case if it shows any kind of an error, to re-establish the connection) or disconnect (delete) one of the existing connections.

2. Manage your source accounts 

2.1 Add new connected source account

1. Navigate to the Connections page.
2. Click the "Add new" button.
3. Select a data source type.
   
4. Proceed with log in to your data source account or upload of connection file (i.e. BigQuery).

5. Provide needed for Coupler.io accesses.
   

Your source account is connected now:

2.2. Rename connected source account

1. Navigate to the Connections page.
2. Click the "pen" icon near the account that you want to rename.
   
3. Enter a new name.
   
4. Press the "Enter" button or click outside the field to apply changes.
   

2.3. Reconnect connected source account

1. Navigate to the Connections page.
2. Click the "Reconnect" button.
3. Click the "Reconnect account" button.
4. Proceed with log in to your data source account or upload of connection file (i.e. BigQuery).

2.4. Disconnect source account

1. Navigate to the Connections page.
2. Click the "Disconnect" button.
   
3. Click the "Remove connection" button.

Your connection is removed now.

3. Manage connected accounts (destinations)

To access your destination connections navigate to https://www.coupler.io/app/connections section and click on 'Destinations' tab:

It is possible to perform the same actions as described for the source accounts. For example, to reconnect your destination connection you need to:

• Click the "Reconnect" button.
• Click the "Reconnect account" button.
• Proceed with log in to your data destination account or upload of connection file (i.e. BigQuery).

Coupler.io does not allow to restore disconnected connection account.

4. Manage shared and private connected accounts

Account member with " User" or "Owner" role is able to rename/reconnect/disconnect his private or shared connections, and shared connections of other users.

Account member with the " User" or "Owner" role is not able to perform any actions with private connected accounts of another user.

Account member with the " Guest" role is able to rename/reconnect/disconnect only their private or shared connections.