Smart Onboarding

Smart onboarding simplifies integration by allowing external sources to connect without manual credential exchange.

To onboard an external source:

1. Initiate a connection request from your external source.

2. Open the App Builder.

3. Click the start onboarding icon () in the functionality panel.

4. Select the source you wish to onboard from the list. Only onboard sources you trust.

5. Click the onboarding icon again to stop the process.

After successful onboarding, the new integration will appear in the App Manager's integrations panel.

Troubleshooting: If no source appears when onboarding is active, ensure the connection request is correctly initiated by your source.