Manage connections

You can manage Unica Link connections from this menu.

About this task

You can create a connection with Unica Link connectors like Mailchimp, Mandrill, Salesforce, and Twilio. You can view all existing connections in the Existing Connections (n) panel, where n is the number of connections.

Procedure

  1. To create a Mailchimp connection, complete the following steps:
    1. Select > Link > Manage Connections > Create New.
      The Create New Connection page appears.
    2. Provide values for the following fields:
      • Name - Mandatory
      • Description - Optional
    3. Click Next.
    4. From the Choose Connection panel, select Mailchimp.
    5. In the Connection Properties panel, provide values for the following mandatory fields:
      Note: To know about the fields and the values to be put, see Unica Link Mailchimp User Guide.
      • Base URL
      • User ID
      • API Key
      • Activity Fetch Frequency
      • Activity Fetch Units
    6. Click Test to the test the connection. If the provided values are correct, you will see a success message. If the provided values are incorrect, you will see an error message.
    7. To save the connection, click Save.
      The new connection is successfully saved and it appears in the Existing Connections panel.
  2. To create a Mandril connection, complete the following steps:
    1. Select > Link > Manage Connections > Create New.
      The Create New Connection page appears.
    2. Provide values for the following fields:
      • Name - Mandatory
      • Description - Optional
    3. Click Next.
    4. From the Choose Connection panel, select Mandrill.
    5. In the Connection Properties panel, provide values for the following mandatory fields:
      Note: To know about the fields and the values to be put, see Unica Link Mandrill User Guide.
      • API Key
      • Activity Fetch Frequency
      • Activity Fetch Units
    6. Click Test to the test the connection. If the provided values are correct, you will see a success message. If the provided values are incorrect, you will see an error message.
    7. To save the connection, click Save.
      The new connection is successfully saved and it appears in the Existing Connections panel.
  3. To create a Salesforce connection, complete the following steps:
    1. Select > Link > Manage Connections > Create New.
      The Create New Connection page appears.
    2. Provide values for the following fields:
      • Name - Mandatory
      • Description - Optional
    3. Click Next.
    4. From the Choose Connection panel, select Salesforce.
    5. In the Connection Properties panel, provide values for the following mandatory fields:
      Note: To know about the fields and the values to be put, see Unica Link Salesforce User Guide.
      • Instance URL
      • Access Token
      • Version
    6. Click Test to the test the connection. If the provided values are correct, you will see a success message. If the provided values are incorrect, you will see an error message.
    7. To save the connection, click Save.
      The new connection is successfully saved and it appears in the Existing Connections panel.
  4. To create a Twilio connection, complete the following steps:
    1. Select > Link > Manage Connections > Create New.
      The Create New Connection page appears.
    2. Provide values for the following fields:
      • Name - Mandatory
      • Description - Optional
    3. Click Next.
    4. From the Choose Connection panel, select Twilio.
    5. In the Connection Properties panel, provide values for the following mandatory fields:
      Note: To know about the fields and the values to be put, see Unica Link Twilio User Guide.
      • Base URL
      • Account SID
      • Auth Token
      • From Number
      • Retry Interval
      • Retry Attempts
    6. Click Test to the test the connection. If the provided values are correct, you will see a success message. If the provided values are incorrect, you will see an error message.
    7. To save the connection, click Save.
      The new connection is successfully saved and it appears in the Existing Connections panel.