Connection types
OpenAPI and Swagger import
When a vendor publishes OpenAPI 2.x (Swagger) or OpenAPI 3.x, you can import the spec to accelerate setup:- Operations become selectable endpoints with method, path, and documented parameters.
- Security schemes in the spec map to credential types where Planasonix supports them (API key headers, OAuth2 flows, basic auth).
- Models help pre-fill response parsing when the connector generates suggested field mappings.
Endpoint discovery and parameter configuration
1
Choose base URL and default headers
Set the scheme, host, and optional global headers (for example
Accept: application/json or a required X-API-Version). Store secrets in credentials, not as static header values in shared connections.2
Discover or define operations
If you imported OpenAPI, pick the operation from the catalog. Otherwise, define the path template, HTTP method, query parameters, and body schema manually to match the vendor’s documentation.
3
Configure pagination and rate limits
Map cursor, offset, or link-header pagination patterns so Planasonix can walk large result sets. Set backoff and concurrency to stay inside vendor quotas and your own SLOs.
4
Map responses to tabular or document shape
Choose JSONPath or equivalent extraction rules so nested payloads flatten into columns or variant structures your downstream warehouse expects.
5
Test with recorded fixtures in lower environments
Run sample calls against sandbox keys, capture status codes and error bodies, and adjust retry rules for idempotent
GET vs non-idempotent POST behavior.Webhook security
For inbound webhooks, configure HMAC signature verification or mTLS when the sender supports it. Rotate shared secrets on the same schedule as API keys. Reject requests that lack required headers or fall outside allowed source IP ranges if your gateway enforces network rules.Related topics
SaaS applications
Curated connectors with OAuth and object metadata when a packaged connector exists.
AI providers
First-class OpenAI, Anthropic, and Google AI connections for transforms and Copilot.
Credentials management
API keys, OAuth clients, and basic auth material for HTTP connections.
Orchestration webhooks
Outbound notifications and pipeline triggers from Planasonix.