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Connections

App page

The Connections page has two tabs:

  • Connections is your configured connections.
  • Connectors is the connector catalog (browse available systems).

Workspace activation behaviour​

  • ?intent=create opens the New Connection wizard automatically.
  • ?projectId=... applies project context immediately and shows a project-context banner.
  • ?focusConnectionId=... highlights the requested connection row.

Navigation links (Project + Environments)​

In the Connections list:

  • If a connection is Project scope, the Project name is a hyperlink to open that project.
  • Environment names (from environment settings) are hyperlinks to open the Environments page filtered to that environment.

Create a connection (wizard)​

  1. Click New Connection
    Wizard Page 1: scope (Project / Global), System (Salesforce, SQL Server, MySQL, PostgreSQL, Oracle, SFTP/FTP, SMTP, Generic API, etc.), Project (only required for project-scoped), and Connection Name (the UI shows a prefix hint like '(Salesforce) -'; you fill in the suffix).
  2. Click Next
    Wizard Page 2 renders the system-specific connection modal inside the wizard shell. Configure basic fields, security (SSL/TLS, auth), and advanced settings (timeouts, pool sizes).
  3. Add Environment Settings (recommended)
    Create per-environment overrides so DEV/QA/Prod use different hosts or credentials.
  4. Test Connection
    Verifies the environment config. Connection testing may require a runtime mapped to the selected environment, depending on the connector.
  5. Save
    The connection appears in the list. Sensitive fields are encrypted at rest.

File hub setup​

For file-based connectors (Google Drive, Google Sheets, OneDrive, SharePoint Files, Azure Blob, Dropbox, S3), follow the provider-side OAuth + permissions setup in the File Hub Setup Guide before you create the connection in DataLug.

Salesforce hosted sign-in​

Salesforce supports four auth modes: OAuth Username/Password, OAuth Refresh Token, JWT Bearer, and Hosted Salesforce Sign-In. The hosted popup flow lets users sign in against their Salesforce org without giving you their credentials. Set up a Salesforce Connected App and provide Client ID + Client Secret + Redirect URI + Login URL.

Manage saved actions​

Use the "Actions" link or icon in the Connections list to view saved actions for that connection. Saved actions are filtered to the active project context where applicable (project-scoped vs global).

Export / import (encrypted)​

Move a connection between environments (e.g. local -> dev) via encrypted export.

  • The backend must be configured with a connection-transfer secret by your operator. Any instances that exchange exports must use the same secret value.
  • Sensitive environment fields (passwords, tokens) are encrypted in the export.
  • If the destination instance has a different secret, import will fail (cannot decrypt).

Export: Connections > find the row > Download / Export > save the file. Import: Connections > Import > upload the file > review the imported connection name/scope and save.

Connector catalog​

Use the Connectors tab to browse available connectors, see their status (active/inactive), and open the New Connection wizard pre-targeted to the chosen system.