# Adding a service connector
## Introduction
In Patchworks, you can add **live** and **test** connectors using our intuitive **connector wizard**. Before adding a new connector, you will need:
* System credentials for your live/production environment (if you are adding a **live** connector)
* System credentials for your sandbox environment (if you are adding a **test** connector)
* To have completed any prerequisite steps specified by your system provider (for example, some systems require specific steps in their admin console to allow access by third-party systems.
{% hint style="warning" %}
You can have one **testing** connector and one **live** connector per system (for example, Shopify), **per company group**. \
\
If you require multiple live connectors for the same system (for example, you might have three Shopify stores for three different countries) you should ensure that [company groups](broken://pages/jZdqx8MTOZe4Ht1XQiGc) are added to your company profile.
{% endhint %}
## The steps
**Step 1**\
Select **connectors** from the left-hand navigation menu:
...the **manage your connectors** page is displayed:
{% hint style="info" %}
By default, the **live** **connectors** tab is displayed and you'll see any existing connectors that you've defined for live system environments. If you also have connectors defined for testing, you can access these via a **testing** tab - for example: \
\
{% endhint %}
**Step 2**\
Click the **add connector** tile:
**Step 3**\
Select the system that you'd like to associate with this new connector
**Step 4**\
The **connector wizard** is launched - this will walk you through all setup needed to create the connector:
On this first page, add general details as summarised below:
| Field | Summary |
| ------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Name[^1] | Enter a name by which this connector should be identified throughout the system. |
| Group[^2] |
If your company is set up in Patchworks with multiple company groups, use this dropdown list to choose which group this connector is for.
You can only have one live and one test connector per system, per company group. If you require multiple live connectors for the same system (for example, you might have three Shopify stores for three different countries) you should ensure that company groups are added to your company profile.
|
| [Testing or live system](#user-content-fn-3)[^3] | Use this dropdown list to choose whether this connector is for a test system, or live. |
**Step 5**\
Click the **next step** button to continue to **timezone and date format** settings:
Complete details on this page using the table below as a guide:
| Field | Summary |
| ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [Time zone](#user-content-fn-1)[^1] | Use this dropdown list to choose the timezone in which you expect this connector to run. |
| [Date format](#user-content-fn-2)[^2] |
Each time data is synced in Patchworks, dates are converted to UTC so that all transaction times are consistent for reporting purposes.
The default setting here will be correct for typical systems - you only need to change this field if you know that your system is an edge case.
|
{% hint style="info" %}
If needed, you can use wizard step buttons at the top of the page to go back to a previous page:
{% endhint %}
**Step 6**\
Click the **next step** button to continue to **authentication type** options - for example:
Authentication types vary from one system to another - in some cases, only one type is available, in others there will be multiple options.
**Step 7**\
Click the **next step** button to continue to **credentials** settings:
Required credentials will vary, depending on which system and authentication type you selected.
{% hint style="info" %}
Typically you will have received your credentials from the system provider directly, or sometimes they can be obtained from that system's admin console.
Patchworks cannot obtain these details on your behalf however our [systems](broken://pages/cCaQxo9WCVk1PW4SACER) section contains information that may help you to locate required information or complete prerequisite steps.
{% endhint %}
{% hint style="danger" %}
Credentials can be case-sensitive. Add them in the same case as they were given/displayed to you originally.
{% endhint %}
**Step 8**\
Click the **create connector** button to confirm details and add this connector.
[^1]: See item 1 in the screenshot above.
[^2]: See item 2 in the screenshot above.
[^3]: See item 3 in the screenshot above.
---
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