Revimize

Customer documentation

Connect approved sources

Bring external information into Revimize using least-privilege connectors.

Connect approved sources

Use Knowledge > Connectors or Integrations to connect approved external sources. A connector can show whether credentials are present, its health and the most recent synchronization.

Connection process

  1. Confirm the business purpose and data owner.
  2. Create a connector for the source.
  3. Authorise it with the least-privileged account that can provide the required data.
  4. Configure matching, mapping or scope where required.
  5. Synchronize a small approved set first.
  6. Review resulting records, citations and access before expansion.

Operate safely

Only connect information you are authorised to share. Monitor connector health, rotate credentials through the approved connection process and disable a connector when its purpose ends.