Overview

The Actions menu on the Integration Details page provides several options for managing and maintaining your integrations. These actions help administrators efficiently edit, clone, sync, and manage integrations without recreating them from scratch.

• To access the Actions menu:
• Navigate to Sources.
• Locate the required integration.
• Click the Actions icon associated with the integration.
• The following actions are available –

Mark as Template

Purpose: Mark an integration as a template that can be reused when creating similar integrations.

Benefits

• Standardizes integration configurations.
• Reduces setup effort for recurring implementations.
• Promotes consistency across multiple accounts.

Re-Authenticate

Purpose: Refresh or update authentication credentials for an integration.

When to Use

• Authentication tokens have expired.
• Access credentials have changed.
• Sync jobs are failing due to authentication issues.
• Outcome: The integration is reconnected using valid credentials, allowing data synchronizations to resume.

Edit Configuration

Purpose: The Edit Configuration action allows users to modify the settings of an existing integration without creating a new one.

Common Changes

• Update source account settings.
• Modify integration parameters.
• Note: Changes take effect after the configuration is submitted.

Clone Integration

Purpose: The Clone Integration feature allows you to create a copy of an existing integration without manually configuring it from scratch. This is useful when onboarding multiple accounts that require similar settings and configurations.By cloning an integration, you can significantly reduce setup time while maintaining consistency across multiple integrations.

When to Use

• Use the Clone Integration feature when:
• Adding multiple accounts from the same source platform.
• Creating integrations with similar configurations.
• Reducing manual effort and minimizing configuration errors.
• Example: If you need to onboard multiple Amazon Advertising accounts, you can configure the first integration and then use Clone Integration to create copies for the remaining accounts, updating only the account-specific details where required

How to Clone an Integration

• Step 1: Go to the Sources page and locate the integration you want to copy.
• Step 2: Click the Actions menu (gear icon) associated with the integration.
• Step 3: From the list of available actions, select Clone Integration.
• Step 4: Daton creates a new integration using the configuration of the selected integration.
• Step 5: Modify any account-specific details as needed for the new integration.
• Step 6: Save the new integration & perform a sync to verify that data is being extracted successfully.

Integration Details

Purpose: View detailed information about an integration.

Information Typically Available

• Integration configuration
• Connector information
• Sync settings
• Status information
• Associated destination details
• This view helps administrators review integration settings and diagnose issues.

Delete Integration

Purpose: Permanently remove an integration that is no longer required.

Before Deleting

• Verify that:
• The integration is no longer needed.
• Required historical data has already been loaded into the destination.
• No active processes depend on the integration.
• Note: Deletion cannot be automatically reversed.

Sync Integration

Purpose: Manually trigger a synchronization for an integration.

When to Use

• Validate a newly created integration.
• Load recent data immediately.
• Troubleshoot synchronization issues.
• Confirm configuration changes.

Outcome: Daton initiates a sync job outside the scheduled execution cycle.

Best Practices

• Use Clone Integration when onboarding multiple similar accounts.
• Use Re-Authenticate whenever credential-related errors occur.
• Review configurations before submitting the edits.
• Trigger a manual sync after major configuration changes.
• Delete integrations only after confirming they are no longer required.

Summary

The Actions menu provides administrators with the tools required to manage the complete lifecycle of an integration, including configuration updates, authentication management, cloning, monitoring, synchronization, and retirement of integrations.

For more information, please go through this link Managing Integrations Using the Actions Menu