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 contents

1. 'Sources' and 'Dimensions' sections
2. Manage source connections
3. Manage destination connections
4. Manage shared and private connected accounts

1. 'Sources' and 'Dimensions' sections

All your connections are stored in the 'Sources' and 'Dimensions' sections of the Coupler.io web application. You can navigate it through the side panel:

You can also use these links https://app.coupler.io/app/sources and https://app.coupler.io/app/destinations to open the 'Sources' and 'Dimensions' section pages respectively.

The Sources and the Destinations page represents a list of connected accounts used as sources, organized by the. date they were added, descending. From there, you can also 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 reuse 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 reuse it when creating importers. 

There is also a possibility to reconnect (in case it shows any kind of 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 Source 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.

2.2. Rename connected source account

1. Navigate to the Source 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 the connected source account

1. Navigate to the Source page.
2. Open the three-dot menu and 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 Source page.
2. Open the three-dot menu and click the "Disconnect" button.
3. Confirm with the "Remove connection" button.

3. Manage connected destination accounts

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

• Open the three-dot menu and click the "Reconnect" button.

• Confirm by selecting the "Reconnect account" button.

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

4. Manage shared and private connected accounts

Account member with "User" or "Owner" role can 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 can rename/reconnect/disconnect only their private or shared connections.