Setup Guide

Follow these steps to connect Outreach to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Outreach into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Click Sign in to connect securely through OAuth. This action opens the Outreach sign-in page in a new tab.

  6. Log into your Outreach account and provide the requested permissions (if applicable).

  7. At the top of the CData Connect Cloud Add Outreach Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect Cloud and Outreach, see this information page.