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This article applies to:

  • Product: ONESOURCE API Administration

Build ONESOURCE connectors workflow

  1. Open
    Alteryx Designer
     from your desktop or laptop device.
  2. Select the
    Connectors
     tab on the toolbar.
  3. Drag the
    ONESOURCE Login Connector
     to the workflow area.
    note
    The
    ONESOURCE Login Connector
     is located at the beginning of the entire workflow.
  4. Drag the
    ONESOURCE Download Connector
     or the
    ONESOURCE Upload Connector
     to build the workflow.
  5. Connect the A (Authenticated) port of the
    ONESOURCE Login Connector
     to either the A (Authenticated) port of a
    ONESOURCE Upload Connector
     or
    ONESOURCE Download Connector
    .
    note
    You can also connect the
    ONESOURCE Download Connector
     to the I (Input) port of the
    ONESOURCE Upload Connector
    .
    note
    • When you use multiple connectors (for example, a Data Hub Download Connector and Data Hub Upload Connector) in the same workflow, you'll need to drag multiple connectors into the work area.
    • Each
      ONESOURCE Download Connector
       or
      ONESOURCE Upload Connector
       needs to connect to the
      ONESOURCE Login Connector
      .
    • If you have multiple versions of ONESOURCE Connectors, we recommend that you set up 1 version at a time.
  6. After you have built the workflow, select
    ONESOURCE Login Connector
    .
  7. Enter all information on the
    ONESOURCE Products
     window.
    note
    • For the
      Authentication Method
      , you can get your authentication information from
      API Administration
      . Clients who run workflows on a server may use both methods of authentication. The Private Key is given to you by your company. Contact your Professional Services contact at Thomson Reuters for more details on this method.
    • If you've turned on
      Enable Client Manager
      , you'll need to enter your
      Client Number
      . You can find your
      Client ID
       and
      Client Number
       in ONESOURCE.
    • Only one client data can be accessed within the Connector. You can change the client number if you need to access other client data.
  8. Select
    ONESOURCE Sign in
     when you're done.
    A prompt will direct you to the
    ONESOURCE Sign In
     page. The
    Username
     and
    Password
     are your usual ONESOURCE sign in credentials. Refer to the Single sign-on authentication for Alteryx article for when you sign in for the first time.

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