# Connecting SailPoint and Robotic Process Automation Platforms To connect SailPoint with Robotic Process Automation Platforms, perform the following tasks: ## Adding the Source in SailPoint To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs. > [!IMPORTANT] > > By default, the provisioning feature is **disabled**, and the connector only supports read-only operations. To support provisioning operations, you must manually enable the feature in the source configuration. **To configure a new source:** 1. Sign in to SailPoint. 2. Go to **Admin \> Connections \> Sources**. 3. Select **Create New**. 4. Search for the connector by entering the name in the search box, and then select **Configure**. 5. In the **Source Name** field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters. 6. In the **Description** field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters. 7. In the **Source Owner** field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to [Assigning a Source Owner](). 8. (Optional) Select a governance group to grant its members [source]() or [role]() sub-admin level oversight of the source and its access. For more information, refer to [Creating and Managing Governance Groups](). 9. If this source represents a primary system containing your organization's personnel records, select the **Authoritative Source** checkbox. For more information, refer to [Creating Identity Profiles](). 10. Select **Continue**. The source is created, and you are navigated to the **Source Setup \> Base Configuration** page. Continue to configure your connected source there. ## Base Configuration Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary. 1. Enter a unique name and description for the source. 2. In the **Source Owner** dropdown list, select the identity that owns this source. - To find a source owner, begin entering their name. 3. (Optional) If enabled for your organization, select the **Use a Credential Provider** checkbox to manage the source's authentication using a credential provider. > **Note** > > To add a credential provider, go to **Admin \> Connections \> Credential Providers**. For more information about credential providers, refer to [Credential Providers](). 4. Configure the authentication to allow SailPoint to connect to the source. Refer to [Connection Settings](<#connection-settings>) for more information. 5. (Optional) In the **Governance Group for Source Management** dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to [Associating Governance Groups with a Source](). 6. (Optional) Choose whether to enable or disable provisioning for the source. Provisioning is disabled by default. - **Enable Provisioning** - Set the toggle to **Enabled** to allow the source to create, update, and deactivate accounts in the connected source system. - **Disable Provisioning** - Set the toggle to **Disabled** to disable provisioning for the source. Disabling provisioning will prevent the creation, updating, or deactivating of accounts on this source. 7. Select **Save**. ## Connection Settings Configure a direct, secured connection to the RPA platform. This connection is required to support API-based aggregation and provisioning operations. Every RPA platform is unique, so the steps required to establish and secure this connection may vary. Select the link below for specific instructions to connect to your RPA platform. - [UiPath Connection Settings]() - [Automation Anywhere Connection Settings]() ## Aggregation Settings Configure how the connector aggregates data from the data source. The RPA connector can aggregate account and entitlement data from the data source using an SFTP connection or through certain RPA platforms via an API. > [!NOTE] > > Aggregation using an SFTP configuration does not require you to configure additional settings unique to a specific RPA platform. ### Aggregation Method Select how to fetch account data. > [!NOTE] > > **Screenshot** > > [![Aggregation settings screenshot]()]() ### API Configuration Configuring aggregation via an RPA platform and an API varies depending on the RPA platform being used. SailPoint supports API-based aggregation in the RPA platforms listed below. Select the link below for specific instructions to configure aggregation to your RPA platform. - [UiPath Aggregation Settings]() ### SFTP Configuration Set up an SFTP configuration to support aggregation using a CSV file. > [!NOTE] > > **Screenshot** > > [![SFTP server configuration screenshot]()]() 1. Enter the **Host URL** for the SFTP server. SailPoint recommends using HTTPS for a secured connection. 2. Enter the **Port** for the SFTP server. The default is 22. 3. Enter the **Username** and **Password** to authenticate with the SFTP server. 4. Enter the **Account CSV File Path** and the **Entitlement CSV File Path** relative to the SFTP server's root directory. For example, `/upload/files/account_list.csv`. The CSV file must be less than 4 GB. This is required for the connector to locate account and entitlement data for aggregation. > **Important** > > The file must be UTF-8 encoded. Be sure the specified directory exists and is accessible to the SFTP user. 5. Configure the **Connection Timeout in Seconds**. The default is 30 seconds. 6. Select **Save**. ## Provisioning Settings Provisioning uses your RPA platform to create, update, delete, enable, or disable accounts, as well as add or remove entitlements. To support each operation, you must configure release keys (or an appropriate equivalent) for each operation and set the account identity attribute. Optionally, you can adjust job polling. Select the link below for specific instructions to configure provisioning operations for your RPA platform. - [UiPath Provisioning Settings]() - [Automation Anywhere Provisioning Settings]() ## Review and Test Perform a test to confirm the connection to SailPoint. 1. Go to **Review and Test**. 2. Confirm that the entries in each field are correct. If you note any mistakes, return to the section and make corrections. 3. Select **Test Connection**. ## SailPoint Application Onboarding SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to **Discovered Applications** in the SailPoint user interface. For more information, refer to [Application Onboarding]() in the SailPoint SaaS documentation.