Connect a data source

Collect everything required to authenticate and configure the connection. This usually includes host or URL, username or client ID, passwords or secrets, and any required scopes or IP allowlists. Confirm with your security team that using these credentials for integrations aligns with your internal policies.

In ACEIRT™ Fusion, go to the admin or settings menu and open the Integrations or Data sources section. Look for a page where existing connections are listed and where you can create a new one. You should see a control such as Add data source, New connection, or Connect source.

Select the type of system you want to connect, such as Database, CRM, Analytics, or File storage. If ACEIRT™ Fusion groups sources by category, choose the category first, then select the specific source type. Picking the correct type ensures the connection form asks for the right fields and sync options.

Fill in the authentication fields required for your chosen source type, such as API keys, OAuth client credentials, database host and port, or user credentials. If ACEIRT™ Fusion redirects to a sign-in or consent screen, complete that flow and allow access for the scopes you need. When available, use a dedicated integration or service account instead of a personal user account.

Choose the specific objects, tables, or data sets you want ACEIRT™ Fusion to sync from this source. Configure filters such as date ranges, record types, or status fields to limit the sync to what you actually need. Review any mapping options to ensure fields from the source align with fields in ACEIRT™ Fusion.

Trigger a Test connection or Test sync from the connection configuration page. Confirm the connection status shows success and that sample records or a row count appear as expected. Then start the initial sync and check a destination view or report in ACEIRT™ Fusion to verify that fresh data from the source is visible and correctly mapped.

Set up monitoring so you know if the connection fails or syncs start lagging behind. Enable alerts for failed syncs, credential or permission issues, and unusually high or low data volumes. Send notifications to a shared email address, chat channel, or incident tool monitored by your admin or data team.