Adding an instance
Last updated
Last updated
Once a (or built with our ), it's available on your page. From here, you can add any required instances.
Every instance requires authentication credentials that allow you to access the associated third-party application - you'll need these to hand before starting the steps detailed on this page. Typically, you'll create one instance for each set of credentials that you have for a given connector that you want to use in .
To add an instance for one of your installed connectors, follow the steps below.
Step 1 Log in to the and select process flows > connectors & instances to access the manage connectors page.
Step 2 Find the required connector.
Step 3 Click the add new instance button:
Step 4 The new instance wizard is launched - enter a name for this instance, then click the next step button:
Available options are summarised below:
Time zone
Used to convert the time in any date/time filters that are applied when this instance is used in process flows.
Date format
The expected date format when this instance is used in process flows.
Rate limit amount Rate limit unit
Determines the rate at which Patchworks is allowed to make API requests to the associated system when using this instance of the connector. If the rate limit for an instance is exceeded, remaining requests are queued and sent when the rate limit is released again.
Default settings are provided but you may need to adjust this to suit your specific needs. For example, you might have a plan which allows you a higher rate limit, or you might have multiple instances for the same connector running at the same time, which all need to share a rate limit. If you're not aware of any specific requirements, leave the default settings as they are.
Connection pool
Step 6 Choose which authentication method you wish to use for this instance, then click the next step button:
Step 7 Enter valid credentials for this instance, then click the next step button:
Step 8 The instance is created for the associated connector and is now shown on the manage connectors page - for example:
The name entered here is what your users will see when they choose an instance to associate with in . It's advisable to ensure that the name reflects what this instance is for (e.g. Shopify - UK, for a UK instance of a connector).
Step 5 Update settings as appropriate - settings defined here take effect wherever this instance is configured in process flow :
If the connector associated with this instance has a concurrency limit and you have configured connection pools, these are available for selection here. For more information see our page.
Any defined for the underlying connector will be available for selection. Often there will only be one however, if multiple authentication methods are shown, choose the one associated with the credentials that you have available.
Once an instance is added, it becomes available for selection in when you .
The request tab confirms any information that is being passed for validation, and the response tab shows response information for the authentication request. Here you'll see a response code, body content (typically the failure message associated with the response code) and header details.