Setup Guide
Follow these steps to connect PCA Accounting 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 PCA Accounting 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 Data Center name for the PCA API server. For example, west01, east02, west03, east04, aws.
6
Specify the Default Data Area, or the first connected Data Area. For example, P20V01C081KON0001.
7
Specify the API Version to use. The default is
V1.8
Select the Product Code of the PCA product to which you want to connect. The options are Acc20, Kon20, or SAcc20.
9
Select the Auth Scheme, then follow the instructions in the relevant section below.
Authentication
- OAuth
- OAuthPassword
1
Click Sign in to connect securely through OAuth. This action opens the PCA Accounting sign-in page in a new tab.
2
Log in to your PCA Accounting account and provide the requested permissions (if applicable).
3
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.