Connecting a System

Note

Connecting your own systems is part of Baseline. To bring in historical records from a file instead, see Uploading Your Data. Otherwise, continue below to walk through the connection wizard.

Connecting a system gives Demiton access to that system’s data under your identity. The access profile varies by system - some connectors are read-only, others support approved writes. All credentials are encrypted at rest and every operation is fully audited.

To open Systems, choose Systems in the sidebar (it sits under Configure), or press Ctrl+K (⌘K on a Mac) and search for “Systems”.

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The connection wizard

Demiton walks you through four steps. To start, click Add System on the Systems page.

1. Select a system

   Browse or search for the system you want to connect. Systems are grouped by category - ERP, Payroll, Banking, Cognitive, Data Sources, and more.

   Click any system card to select it and advance to the next step. If a system shows a lock icon, it requires an access request before you can connect it - click the card to request access.

   Tip

   Search by name or keyword - for example, typing “pay” finds Employment Hero Payroll and Payroll categories, “365” finds Business Central and Finance & Operations.

2. Name and scope the connector

   Give the connector a name you’ll recognise later - for example, “Business Central Production” or “Employment Hero Payroll AU”.

   Then choose an environment:

   Name and scope the connector

   Environment	Use for
   Production	Your live system
   UAT	A staging or test instance

   The name and environment are displayed on the Systems page and used as the connector’s alias throughout the platform.

3. Configure the connection

   Enter the credentials for your system. The fields vary by system type:

   Configure the connection

   System type	Systems	Connection	What you’ll need
   D365_FINOPS, D365_BUSINESS_CENTRAL, DATAVERSE	Dynamics 365 F&O, Business Central, Dataverse	OData / Dataverse	Tenant ID, Client ID, Client Secret, and your base URL
   XERO	Xero	OAuth 2.0	Client ID and Client Secret - you’ll be redirected to the provider to authorise
   AZURE_FOUNDRY	Azure AI Foundry	OAuth 2.0	Client ID and Client Secret - provisioned under your Azure tenant
   KEYPAY	Employment Hero Payroll (KeyPay)	OpenAPI / API key	Your API key and the base URL for your instance
   SQL	SQL Database (Postgres or MSSQL)	SQL	Host, port, database name, username, password, and dialect
   BANKING_GENERIC	Australian Banking Gateway	SFTP	Host, port, username, and an SSH key or password
   M365_EXCEL	Excel Upload	File upload	Upload a file directly - no ongoing connection required
   MS_TEAMS	Microsoft Teams	OAuth 2.0	Authorise Microsoft Graph to post approvals and notifications to channels

   Before creating, click Test Connection to validate your credentials without committing anything. The test result will tell you exactly what failed if the connection can’t be established.

   Once the test passes, click Create Connector.

   Note

   For OAuth 2.0 systems, clicking Create Connector redirects you to the provider’s login page. After authorising, you’ll be returned to Demiton automatically.

4. Done - resources discovered

   The connector is live. Demiton runs a discovery pass and lists every resource the connection exposes - tables, endpoints, objects - so you can see exactly what data is available.

   From here you can:

   • Back to Systems - return to the Systems overview
   • Bind an entity - associate a canonical entity (e.g. a Worker or Project) with data from this connector, so it feeds Civil Memory

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Adding a UAT/Production pair

If you connect the same system in both UAT and Production, Demiton links them as a variant pair - they appear grouped on the Systems page and share a logical alias so workflows can target either environment cleanly.

To add a variant:

1. On the Systems page, find the existing connector
2. Click Add Variant on its card
3. The wizard opens at Step 2 with the environment pre-set to the opposite of what you already have
4. Complete the credentials for the new environment

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Platform-managed connectors

Some connectors - Azure AI Foundry and Claude Enterprise - are configured and managed by Demiton on your behalf as part of your deployment. These appear in Systems but are not self-service. Contact your Customer Success Manager to enable or modify them.

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After connecting

Once a connector is live, it is available for:

• Workflow tasks - FETCH, PUSH, and EXECUTE verbs run against the connector’s resources
• Studio - the in-app AI uses connected data as grounded sources for responses
• Memory - bind entities like Workers, Projects, and Assets so the connector feeds Civil Memory
• Ask Demiton - your connected data becomes queryable from your AI client

See the Connectors reference for system-specific credential guides.

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Next steps

• MCP Server - query your connected data through Claude or ChatGPT
• Business Central - ERP credential guide
• Assignar - field ops credential guide
• Memory overview - how Demiton builds institutional knowledge from your connected systems