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Using process connector templates

Process connectors templates contain pre-configured data pipelines for a specific business process, with over 20 source systems and their related business processes supported. Using a process connector templates enables you to connect to a source system, pull in the data from it, and then transform the data to create event logs and data models.

Using process connector templates give you the following benefits:

  • Accelerate your setup: You can skip the manual build process by using pre-configured data pipelines.

  • Follow a guided installation: When you click Install Connector, the platform walks you through a structured, step-by-step process. Even if you need to provide specific source system details, the data pool will load automatically once you've entered the required information.

  • Manage your access rights: Your options will change based on your specific permissions. If you have the right license, you can Install Connector immediately; if not, you can Request Access directly through the interface and you'll receive an email notification once you're cleared to proceed.

  • Review process overviews: Before you commit to an installation, you can explore the overview page for any business process. This gives you a clear look at screenshots, system requirements, and links to specialized documentation so you know exactly what to expect.

To create a data pool from a process connector template:

  1. Click Data - Data Integration.

  2. Click + New Data Pool.

    A screenshot showing the location of the New Data Pool button.
  3. Select Start with a Process Connector template.

    A screenshot showing the options when creating a data pool.
  4. Find the business process you want to use and open its overview page. This overview page contains screenshots, a short description, your system requirements, and any additional documentation available.

  5. Click either Install Connector or Request Access, with your option here depending on your Celonis platform permissions and license.

    Install connector: If installing the connector, you may be asked to provide additional source system information. This is a guided process, with the data pool loading automatically once the required details have been entered.

    A screenshot showing how to install process connectors.

    Request access: If requesting access to a process connector, you will be asked for further details about your request. You will be contacted via email once your request has been processed. You should then return to this process and click Install Connector to proceed.

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