Alteryx Designer Ideas

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Featured Ideas

Dear Developers,

 

it would be great, if SSO would be possible for Salesforce connector. 

Our company is not so much in favor distributing log-in details for a service account. 

If there is already a solution in place, than perfect, but if not, I guess this functionality would be a lever to use Alteryx in our company.

 

 

Best Regards,

Johanna 

There is no way to natively connect to Xero. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation for Xero can be found here: https://developer.xero.com/documentation/

 

I would request a tool similar to the Salesforce Input tool to be created.

Suggested process:

  • Configuration Window to log into a Xero account
  • Configuration Window to select the following
    • 1 or more companies ("all" should also be an option)
    • The specific "table" or "api call" you want to query - for example the "Sales Invoice" Data
    • Date Range filter (both from + to date combination as well as some generic "this month", "previous month", "this quarter" kind of selections)

I would also request that this tool be developed so that it can run on Server and Analytics Hub so that we can run end to end automation.

There is no way to natively connect to Microsoft Dynamics 365 F&O. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation can be found here: https://docs.microsoft.com/en-us/dynamics-nav/api-reference/v1.0/

 

I would request a tool similar to the Salesforce Input tool to be created.

Suggested process:

  • Configuration Window to log into a Microsoft Dynamics 365 F&O account
  • Configuration Window to select the following
    • 1 or more companies ("all" should also be an option)
    • The specific "table" or "api call" you want to query - for example the "Sales Invoice" Data
    • Date Range filter (both from + to date combination as well as some generic "this month", "previous month", "this quarter" kind of selections)

I would also request that this tool be developed so that it can run on Server and Analytics Hub so that we can run end to end automation.

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