Editing an Existing Integration

This document describes the process for modifying an existing Daton integration after it has been created. Administrators can update the tables being synchronized, modify field selections, change replication settings, and adjust synchronization frequency without creating a new integration.

Purpose

Use this procedure when business requirements change and an existing integration must be updated while preserving the current connector.

Supported Configuration Changes

• Enable or disable specific tables.
• Modify the columns or fields selected for synchronization.
• Update replication settings
• Change the synchronization frequency or schedule.
• Apply configuration changes without recreating the connector.

Prerequisites

• User must have permissions to edit the integration.
• Source credentials must remain valid.
• Understand the downstream impact of removing tables or fields.

Procedure

1. Open the Integration

• Navigate to the Daton portal and open the existing connector that requires modification.

2. Access Connector Settings

• Select Settings and click Authenticate to access the connector configuration.

3. Review Authentication

• Verify that the existing credentials are valid. Reauthenticate if required.

4. Configure Tables and Fields

• Proceed to the Configure Tables and Fields section.

5. Modify Tables

• Select the tables that should remain active and deselect tables that are no longer required. Deselected tables will stop syncing after the changes are saved.

6. Modify Columns or Fields

• Expand the required tables and update the field selection based on reporting or business requirements. Remove unnecessary fields to reduce data volume.

7. Update Replication Settings

• Review the replication configuration. If supported by the connector, modify the replication mode according to the desired data refresh strategy.

8. Update Sync Frequency

• Review the synchronization schedule and change the frequency to match operational requirements.

9. Review Configuration

• Validate that all required tables, fields, replication settings, and schedules are correctly configured.

10. Save Changes

• Click Next and complete the configuration workflow by submitting the changes.

Result After Saving Changes

• Deselected tables become inactive and no longer synchronize.
• Enabled tables continue or begin synchronization according to the configured schedule.
• Changes to fields or columns are reflected in future sync operations.
• Updated replication settings are applied based on connector capabilities.
• Modified sync frequencies take effect for subsequent scheduled runs.
• The remaining active tables continue to function normally.

Important Considerations

• Removing tables or fields may affect dashboards, reports, and downstream data pipelines.
• Large replication changes can increase the duration of the next synchronization cycle.
• Verify the first sync after making configuration updates.

Troubleshooting

• Authentication fails: Reauthenticate the connector and verify source credentials.
• Table not syncing: Confirm that the table is selected and the configuration was saved.
• Missing columns: Verify field selection and wait for the next sync cycle.
• Unexpected data volume: Review replication settings and enabled tables.