Authenticate an Element Instance (UI)

Use the UI to authenticate an element instance so you can test API requests and get a feel for the functionality available in the element. If you are ready to integrate our code in your app, take a look at how to authenticate an element instance using our APIs in a specific element doc.

Note: Each element is different and you should check the documentation for the specific element that you are connecting to for details.

To authenticate an element instance:

  1. Sign in to Cloud Elements 2.0, and then search for the element in our Elements Catalog.


  2. Hover over the element card, and then click Authenticate.

    Create Instance

  3. Enter a name for the element instance.
  4. Complete any element-specific information. See the documentation for the element for details.
  5. Optionally type or select one or more tags to add to the authenticated element instance.
  6. Click Create Instance.

After successfully authenticating, we give you several options for next steps. Make requests using the API docs associated with the instance, map the instance to a virtual data resource resource, or use it in a formula template.