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PCA Sales

PCA Sales

Setup Guide

Follow these steps to connect PCA Sales 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 PCA Sales 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. Enter the Data Center name for the PCA API server.

  6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

OAuth

  1. Specify the Default Data Area to which you want to connect.

  2. Select the Product Code of the PCA to which you want to connect. The options are Kon20 or Acc20.

  3. Click Sign in to connect securely through OAuth. This action opens the PCA Sales sign-in page in a new tab.

  4. Log in to your PCA Sales account and provide the requested permissions (if applicable).

  5. At the top of the CData Connect Cloud Add PCA Sales Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuthPassword

  1. Enter the PCA Sales username for authentication in the User field.

  2. In the Password field, enter the user password.

  3. Enter the Service Id used to connect to the PCA API server.

  4. Enter the Service Password for the above Service Id.

  5. Specify the Default Data Area to which you want to connect.

  6. Select the Product Code of the PCA to which you want to connect. The options are Kon20 or Acc20.

More Information

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