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For detailed information on the AdServers supported by ADvendio, please see section 7.3 Connecting Third-Party Systems

Create a New Connection Login

To create a new Connections login:

  • Go to the App Launcher and search for Connections

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Existing Connection Login

  • In case you have already created a Connection and wish to connect it now, select the Connection No from the list and Edit the necessary fields of the existing Connections record. And you can proceed with the Transfer to ADvendio button.

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Create New Connection Steps

You are able to create logins for multiple Connections you work with. Click on New to open the following page:

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  1. First Select Record Type from a pick list.

  2. Enter basic information, including your Username and Password for your Connection environment.

  3. Optionally add a description

  4. Fill in any other fields needed

  5. Click Save the record to successfully create a Connection login.

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Test Connection Login

To test the Connection, open the new Connections login and proceed with the following step.

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  • ℹ️ In case the connection does not work, please check your user name and password, network ID and other specifics for your Connection 7.3.1.1 Which Login User do I use to create Login records

  • If the connection works, you can proceed to transfer your Connection data to your ADvendio.com system using the Transfer to ADvendio button.

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  • The result page will display exactly how many items have been transferred to your system. These items are displayed in related lists under the Connection login record.

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For further details read more 7.3.2 Transfer Data from the AdServer.

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