Create Accounts

  • Write permissions for the SnapLogic Project in which to create the Account.

  • All the values necessary to access the endpoint, such as hostname or server path, username, and credentials.

You can create accounts from Manager or from Designer.

In Designer, when you select a Snap that requires an account, it prompts you to select an existing account or to add one. The accounts available from the dropdown menu include those that work with that specific Snap, and to which you have access.

You can continue to work on the pipeline without associating an account with the Snap. However, you will not be able to view sample data or define mappings and transformations without connecting to the endpoint. AutoSync data pipelines can use accounts created in the IIP. You can create an account in the IIP for AutoSync users with one of the following:

  • Save the Account in the global shared folder.

  • Create the Account in Classic Manager on the AutoSync Manager screen, as described in Add Account credentials for a user group. This requires Org admin privileges.

Note: Do not use the Google Chrome auto-fill feature for credentials when creating an Account that will be used by an ELT Snap. Auto-filled credentials—such as usernames, passwords, client secrets, auth codes and tokens, secret keys, and keystores use encrypted values that the SnapLogic Platform cannot read, resulting in pipeline failures. SnapLogic recommends that you do not use Chrome to save Account credentials. If Chrome has already stored the credentials for that endpoint, delete them for elastic.snaplogic.com, and perform one of the following actions:
  • Click the key that appears in the address bar after you submit your login credentials at elastic.snaplogic.com, and click Never.
  • Disable the Offer to save Passwords option at chrome://settings/passwords when working with your SnapLogic Pipelines. If you disable this option, your Chrome browser does not remember your passwords on any other website.

    The names of assets, projects, or project spaces are limited to UTF-8 alphanumeric characters and these special characters: !"$%&'()*+,-.:;<=>@[]^_`{|}~.

Create an account from Manager
To create an account from Classic Manager:

  1. In the left navigation tree, expand Project Spaces.

  2. Navigate to your project space and click the shared folder or the project in which to create an account. All project assets display.

  3. Perform one of the following:
    • With the All tab selected, click the add icon ( )in the toolbar, and select Account.
    • Select the Accounts tab, and click the add icon ( ) in the toolbar.
  4. From the dropdown menu, select the type of account. Some types have multiple options. For example, to create an account to connect to Google Analytics, you can choose between Dynamic OAuth2 and OAuth2:
  5. Enter the information required to connect to the account. The Snap Reference describes the fields for each type of supported data source.
  6. If the account type supports validation, click Validate to make sure the connection succeeds.
  7. Click Apply to save the account.
The account is available for use in pipelines in the same project folder.
Create an account from Designer

To create an Account when working with a pipeline:

  1. Drag a Snap to the Canvas or select an existing Snap.

  2. If the Create Account Options dialog does not display automatically, click the Accounts tab.

  3. Click Add Account.

  4. For Location, select the Project folder.

  5. If the data source has more than one Account Type available, select one. The following example shows the account types for a Salesforce Batch Create Snap:

  6. Click Continue.

  7. In the Create Account dialog, specify the required settings to connect to the data source. The Snap Reference describes the fields for each type of supported data source.

  8. If the Account type supports validation, click Validate to make sure the connection succeeds.

  9. Click Apply to create the account.