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Veeva Vault

Veeva Vault

Setup Guide

Follow these steps to connect Veeva Vault 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 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 Cloud Add Veeva Vault 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.

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 Cloud Add Veeva Vault 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.

More Information

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