Set Up a Connection

A connection is where files come from: a folder, an SFTP drop, or an S3 bucket. One connection serves every run from that source.

Before You Start

You need the Administrator role and the credentials for the source. Have a real file available so you can confirm ClaimPod can see it.

Create It

1. In the sidebar, select Connections.
2. Select Create.
3. Choose the transport and enter its details.
4. Select Test connection. A working connection reports how many files it can see, such as Connected - 4 files visible.
5. Select Save. The connection appears in the list and is available to schedules.

Result: the connection is available to schedules and to manual browsing.

Choose Which Files It Takes

A connection can watch for specific files or match them by pattern. Wildcards are matched at run time, so *.edi keeps working as new files land with new names.

Tip

Test before saving, every time. A connection that saves cleanly but cannot list files fails silently later, at whatever hour its schedule runs.

Credentials

Connection credentials are stored encrypted. Editing a connection does not display them back to you.

Related: Imports · Build a Mapping Template · Connections