Setup Guide

Follow these steps to connect Sansan to your CData Connect account:

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

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

  3. Type Sansan 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 API Key from Sansan.

  6. (Optional) You only need to click the Include Past Bizcards slider if you also want to see previous versions of business cards.

  7. (Optional) Use the Range field to determine which business cards to show. For example, to show only your own business cards, enter SELECT * FROM Tags WHERE Range='me'.

  8. At the top of the CData Connect Add Sansan 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 and Sansan, see this information page.