Before You Begin
What you need to know and have in place before setting up your first Connector.
CONNECTORS ARE COMING AUGUST 2026
Overview
Connectors are a paid feature available to all UbiQuity customers. Access is controlled by user permissions, and some setup steps will require involvement from technical teams within your organisation.
Taking a few minutes to prepare before you start will help ensure your Connector runs smoothly once it's active.
Permissions
Access to Connectors is controlled by user permissions within UbiQuity.
You need the appropriate permission to view the Connectors dashboard. Additional permissions are required to create, edit, and manage Connectors.
If you cannot see Connectors in the menu, or do not have permission to make changes, contact an administrator within your organisation or reach out to your UbiQuity account manager.
What you need before you start
A supported storage location
Connectors work with storage locations that you host and manage within your own environment. UbiQuity does not host storage on your behalf.
Supported storage types are:
SFTP
Microsoft Azure Blob Storage
Amazon S3
Before setting up a Connector, make sure your storage location is provisioned and accessible. See Connection Setup for instructions specific to your storage type.
Access credentials
You will need credentials that allow UbiQuity to connect securely to your storage location.
SFTP
Hostname, username, and SSH key or password
Azure Blob Storage
Storage account details and SAS token or Application Service Principal
Amazon S3
Bucket details and IAM role or access keys
Use dedicated service accounts where possible, and limit access to only the folders or containers required for the Connector.
A sample file (imports only)
If you are setting up an Import Connector, you will need a representative sample CSV file to upload during setup.
Your sample file should:
Use the same structure as the files you plan to import
Include a header row
Contain realistic data values
All fields referenced by the Connector must already exist in UbiQuity. Connectors do not create database fields.
An understanding of your data flow
Before starting, be clear on the following:
Whether you are importing data into UbiQuity or exporting data out
Which database is in scope — Contact, Transactional, or both
How often the Connector should run. Import Connectors scan for matching files every five minutes automatically. Export Connectors run on a schedule you configure.
Involving the right people
You do not need to be technical to configure a Connector within UbiQuity. However, the underlying storage and access controls are typically managed by IT or cloud platform teams within your organisation.
You may need support from:
IT or infrastructure teams
Cloud platform teams (AWS, Azure)
Security or compliance teams
These teams can provision storage, generate credentials, and confirm that the setup meets your organisation's security and data residency requirements.
Pricing and billing
Connectors are billed monthly, per Connector. Billing begins when a Connector is activated and is charged for the full month — partial months are not prorated. If you deactivate a Connector during the month, the full monthly charge still applies for that billing period.
See the UbiQuity pricing page for current Connector pricing.
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