Source Connector

Understanding Source Connector

A Source Connector acts as your input data source. To establish a complete integration, you must configure both the input and output data sources and their respective settings.

• Global Configuration: You can set up or manage Source Connectors under "Settings" > "Source Connector".

• Plan-Specific Setup: Source Connector can also be configured directly within each individual "Plan".

• Account-Wide Impact: Source Connector shared across your entire account. Any updates made to a connector will automatically apply to all associated jobs.
  

Connecting to Interactive Brokers (IBKR)

To use Interactive Brokers as your data source, you must provide a valid Flex Web Service Token.

Data Security
Trades to Sheets prioritizes your data security. Your token is encrypted and masked. To view it, simply click the eye icon to reveal the full string.

Token Expiration and Maintenance
Due to Interactive Brokers' security protocols, these tokens are not permanent and will periodically expire.

• No Auto-Renewal: We cannot automatically renew your token due to Interactive Brokers' restrictions.
  
• Action Required: If data synchronization fails with an "Invalid Token" error, you must manually generate and re-enter a new token to resume service.

Plan-Specific Source Settings (Interactive Brokers)

To finalize your data input, you must specify which report to pull from your Interactive Brokers account within the plan settings.

• Interactive Brokers Query ID: This unique ID identifies the specific Flex Query report you wish to import. If you are unsure where to find this, please refer to our Query ID Setup Guide.
• Verification: After entering your Query ID, click the "Test Connection" button.
• Success Indicators: Your setup is correct when the "Last update" date appears and the status indicator transitions from yellow to green.