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Veeva Vault connection guide for Jitterbit App Builder

Overview

This guide describes the system requirements and instructions for connecting App Builder to a Veeva Vault database server.

System requirements

Database server

Veeva Vault Database Server

Client web browser

  • Chrome: 84+

  • Firefox: 73+

  • Safari: 13.0.1+

  • Edge: 84

Connection instructions

Adding a data server

  1. Navigate to the App Builder IDE

  2. Click on Data Servers from the Connect menu

  3. Click the + Server button on the top left of the Data Servers panel. This will bring up the Server page. Provide the following information:

    • Server Name: Identifiable name for server connection

    • Type: Veeva Vault

    • Url: Host URL associated with Veeva Vault Database instance. For example: https://example.veevavault.com

    • User Name/Password: Credentials associated with Veeva Vault Database instance

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  4. Click Save to complete server connection

  5. From Testing, click Test Connection to ensure connection works properly

Import the database

  1. Navigate to the App Builder IDE

  2. Click on Data Servers from the Connect menu

  3. Locate the Veeva Vault data source and click the Details button from the right-hand panel

  4. Click to expand the Import Capabilities

    1. Import Pattern: This allows users to import only certain tables by listing them in the box. Prefixes can be used to only import a subset of tables (for example, MyApp_* will only import tables that start with "MyApp_"). If the space is left blank, it will import all tables

    2. Click Save to update any changed settings

    3. Click the Import button to import the data

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    4. Click Proceed when prompted. App Builder will schedule the import to run as a background task.