Getting Started-iPaaS

Getting Started with Xurrent iPaaS

This guide will help you quickly set up your environment and build your first integration using Xurrent iPaaS.

Prerequisites

Before you begin, ensure that:

• You have access to the Xurrent platform
• Required permissions are enabled for iPaaS
• API credentials or access tokens for external systems are available

Step 1: Create a Workspace

Workspaces help you organize integrations by customer or use case.

• Navigate to iPaaS → Workspaces
• Click Create Workspace
• Enter a name and select the environment
• Assign users and roles

Step 2: Configure Connections

Connections allow communication between iPaaS and external systems.

• Go to Connections
• Click Add Connection
• Select the system you want to integrate
• Provide authentication details (API key, OAuth, etc.)
• Test and save the connection

Step 3: Build Your First Workflow

Workflows define how data flows between systems.

• Navigate to Workflows / Runbooks
• Click Create Workflow
• Add a Trigger:
  • Webhook
  • Schedule
  • Event-based trigger
• Add Actions:
  • API calls
  • Data transformation
  • Field mapping

Step 4: Test the Workflow

• Run the workflow manually
• Verify input and output data
• Review logs for errors or warnings

Step 5: Monitor Execution

• Use the Monitoring Dashboard
• Track:
  • Job status
  • Failures and retries
  • Execution history

Step 6: Deploy to Production

• Promote workflows to production
• Enable triggers (schedule/event)
• Monitor initial runs for stability

Best Practices

• Start with simple workflows and iterate
• Use clear naming conventions
• Implement error handling and retries
• Monitor performance regularly

Next Steps

• Explore pre-built connectors
• Build advanced automation workflows
• Optimize integrations for scale and performance