Adding a Patchworks service

Introduction

Patchworks guides you through a series of setup pages in a 'wizard' style flow when adding a new service. Guidance for this setup is detailed in the following sections:

• Add a default service

• Configure service settings

• Set the service trigger schedule

• Define service filters

• Define field mappings

• Activate the service

You can exit anytime and pick up/change service configuration later.

If you are adding a service which includes an inbound API connector, instructions are slightly different - for details please see Adding a Patchworks service for an Inbound API connector.

This set of instructions assumes that you are creating a new service from first principles. However, if your new service requires similar attributes to one that already exists, use the clone option instead!