Customer configuration
Guide on how to customize integrations per customer.
Nango has a flexible approach to letting you customize integrations per customer:
- Store customer-specific data in the connection metadata
- Access customer-specific metadata in integration scripts to customize the integration behavior
Store customer-specific data
Nango lets you store arbitrary metadata on individual connections. This is useful for customizing an integration’s behavior per end-customer.
Connection metadata can be set, updated & retrieved with the SDK (reference) & API (reference). It can also be retrieved on the Nango UI, in the Connections tab> Select Connection > Authorization tab:
Set connection metadata
Update connection metadata
Get connection metadata
Use custom field mappings
Field mappings are necessary when a sync needs to access information stored in external custom fields. Nango provides dedicated tools to support complex field mappings.
Prompt your customers for field mappings
In your app:
- fetch the list of custom fields available from the external API using an action (step-by-step guide)
- display the full list of external custom fields to the user
- prompt the user to associate the data you need to collect to the relevant external custom fields
The output of this step should be a field mapping object such as:
Store field mappings in the connection metadata
Update the relevant connection’s metadata with the obtained field mapping object with the SDK (reference) or API (reference):
Start the sync for each connection
Start the sync schedule programmatically for this connection with the SDK (reference) or API (reference):
The sync’s internal logic will use the field mappings to fetch the relevant data from custom fields.
Questions, problems, feedback? Please reach out in the Slack community.