Manage connected accounts

When you create a new data flow, Coupler.io asks you to connect your accounts for sources and destinations. You can manage your connections and create new ones from the respective sections.

'Sources' and 'Destinations' sections

All your connections are stored in the 'Sources' and 'Destinations' sections of the Coupler.io web application. You can navigate it through the side panel:

Open Source section

Open Destination section

The Sources and the Destinations pages represent a list of connected accounts used as sources, organized by the date they were connected. From there, you can also set the connection status to either Private or Shared.

• If you set a connection status to Shared, it will be available across the entire Coupler.io organization (your account). So, other users within your organization will be able to reuse it when creating new data flows.
• If you set a connection status to Private, it will be available for you only. Nobody will be able to reuse it when creating data flows.

You can also reconnect (in case it shows any kind of error, to re-establish the connection) or disconnect (delete) existing connections from these pages. As well as add new source/destination connections and create data flows.

Manage your source/destination accounts

The actions to connect, reconnect, disconnect and manage accounts are the same for source and destination apps.

Add a new connected source/destination account

1

Navigate to the Sources or Destinations page.

2

Click the + Connect source/destination button and select a data source.

3

Log in to your data source/destination account or upload a connection file (i.e., BigQuery).

4

Provide the needed access for Coupler.io.

Rename connected source/destination account

1

Navigate to the Sources or Destinations page.

2

Click the "pen" icon near the account that you want to rename.

3

Enter a new name and press Enter button or click outside the field to apply changes.

Reconnect the connected source/destination account

1

Navigate to the Sources or Destinations page.

2

Open the three-dot menu and click the Reconnect button.

3

Log in to your source/destination account or upload a connection file (i.e., BigQuery).

Disconnect a source/destination account

1

Navigate to the Sources or Destinations page.

2

Open the three-dot menu and click the Remove button.

3

Confirm with the Remove connection button.

Coupler.io does not allow the restoration of a disconnected connection account.

Manage shared and private connected accounts

Organization owners can rename/reconnect/disconnect their private or shared connections, as well as other users' shared connections.

Workspace members with the "User" or "Admin" role are not able to perform any actions with private connected accounts of another user. But they can see & use other users' shared connections.

Workspace members with the "Guest" role can rename/reconnect/disconnect only their private or shared connections.