Connect your source
Open Integrations and select the source you want to connect. The connection form identifies the credentials and settings for that connector. Follow the vendor’s authorisation process with an account permitted to grant the requested access. Use the least access required by the selected connection mode. Do not reuse a personal administrator password where the connector supports a dedicated application or API credential.Map source records
After connecting, review discovered companies or tenants and explicitly link them to your clients. A source record with a similar name is not proof that it belongs to the same Organization. Review Organization mapping.Check collection
Inspect the connection’s collection status and the evidence it produces. Check the correct client, source reference and observation time. A source may connect successfully but return no usable evidence for a particular control.Troubleshoot
- Authorisation fails: check the connection mode, credential expiry and vendor permissions.
- Client missing: check source access and unresolved mappings.
- Evidence missing: confirm collection completed and the connector supplies the predicates the control requires.
- Evidence stale: check recent collection failures and credential validity.