Connections

A connection is a signed-in account or a set of saved credentials: your Xero organisation, a QuickBooks company, a Google or Microsoft account, a database login, an SFTP server. Data sources reuse a connection and only choose what to read, so a password is entered once, in one place. Connections are in Data → Connections.

Adding a connection

• Sign in to an account for Xero, QuickBooks Online, Zoho Books, Google (Drive and Sheets) or Microsoft (OneDrive and SharePoint). Choose where to sign in; the provider’s own sign-in page opens, and you return to RefinePoint when it is done.
• Save credentials for a database, warehouse, SFTP or FTP server: give the connection a name (for example Finance warehouse) and enter the host, user and password or key.

Test checks a connection still works; Edit changes its name or settings. Secrets are shown masked and are kept unless you type new ones.

Note

Only workspace admins can add, change or remove connections. Others pick from the connections that exist when they set up a data source.

When a connection stops working

A signed-in account can be disconnected on the provider’s side, a password can change, a key can expire. The connection is then marked needs attention, and the data sources using it cannot refresh. Sign in again or update the credentials, then use Test.