• Setup Guide
• Authentication Methods
  • Basic
  • AzureADOpenID
• More Information

Setup Guide

Follow these steps to connect Veeva Vault 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 Veeva Vault 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 your Veeva Vault URL. This follows the format https://vaultname.veevavault.com.

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

Authentication Methods

Basic

1. Enter the Veeva Vault username for authentication in the User field.

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

3. At the top of the CData Connect Add Veeva Vault 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.

AzureADOpenID

1. Enter the Azure Tenant Id to connect to.

2. (Optional) Enter the OpenID Connect Profile ID. This can be found in your OAuth 2.0 or OpenID Connect Profile settings.

3. At the top of the CData Connect Add Veeva Vault 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 Veeva Vault, see this information page.