Prerequisites
Before you can add the connection, you must register an OAuth application with Polar Team Pro:1
Navigate to the Polar AccessLink admin portal and log in.
2
Click Create New Application.
3
Enter an application name and set the Redirect URL to https://oauth.cdata.com/oauth/.
4
Click Register. The portal displays your Client ID and Client Secret. Store these values securely.
Setup Guide
Follow these steps to connect Polar Team Pro to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Polar Team Pro into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter the OAuth Client Id and OAuth Client Secret obtained from the Polar AccessLink admin portal.
6
Click Sign in to connect securely through OAuth. This action opens the Polar Team Pro sign-in page in a new tab.
7
Log in to your Polar Team Pro account and provide the requested permissions (if applicable).
8
At the top of the Connect AI Add 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.