> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Formsite

export const title_0 = "Formsite";

## Prerequisites

Before you can add the connection, locate the following values in your Formsite account:

<Steps>
  <Step>
    Log in to your Formsite account and navigate to the **Admin Portal**.
  </Step>

  <Step>
    Go to the **API** or **Integrations** settings section.
  </Step>

  <Step>
    Generate a new API key or copy your existing key. This is entered as the **API Key** in Connect AI.
  </Step>

  <Step>
    Note your **Server** value. This is the number in your Formsite URL — for example, if your URL is `fs18.formsite.com`, the server number is `18`.
  </Step>

  <Step>
    Note your **User Directory**. This is your account directory, visible in the URL of your Formsite forms.
  </Step>
</Steps>

## Setup Guide

Follow these steps to connect Formsite to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *Formsite* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    Enter the following information:

    * **API Key**—the API token from your Formsite account.
    * **Server Number**—the server number from your Formsite URL (for example, `18` for `fs18.formsite.com`).
    * **User Directory**—the user directory path for your Formsite account.
  </Step>

  <Step>
    At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

    * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
    * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
    * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
  </Step>
</Steps>

<Note>
  Ready to try this connector? [Create a free Connect AI account](https://cloud-login.cdata.com/u/signup) and set up your first connection in minutes.
</Note>