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Key concepts & terminology
Having registered for a Patchworks account, use your credentials to log in to the Patchworks dashboard. This is where you can access everything you need to set up and manage data exchanges between third-party applications.
A connector is a generic integration of a third-party business system/application - it contains everything needed 'under the hood' (for example, endpoints, authentication methods, etc.) to sync data from/to the associated application.
An instance is the mechanism that Patchworks uses to configure a connector for use in process flows - it's how we store your system credentials for a given connector in a single, easy-to-manage place.
You can add as many instances of a single connector as you need. For example, if you've installed the Shopify connector, you would go on to add one instance of this connector for every Shopify store that you need to sync using process flows.
Introduced in June 2023, the process flow feature is a completely new way to define if, when, what, and how data is synced between your third-party applications.
When you add/edit a process flow, a set of shapes is available from the canvas. Each shape performs a specific task - for example, the trigger (schedule) shape is used to define a schedule upon which the process flow runs. Having dropped a shape onto the canvas, you can configure it with the required settings for that process flow.
A service is the original Patchworks mechanism for defining if, when, what, and how data is synced via Patchworks. If you registered for a Patchworks account before July 2023, you'll be familiar with using services to sync data between systems.