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Manage CDE connections and linked project folders

Configure connections to your Common Data Environment (CDE) provider and link remote project folders to your project for automated synchronisation.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open CDE connection settings​

Navigate to the project settings area and open the CDE connection settings section to view existing connections and linked folders for the current project.

Open CDE connection settings

Step 2: Add or edit a CDE connection​

Use the connection form to choose your CDE provider, enter the required authentication details, and save or update the connection so it can be used across your project.

Add or edit a CDE connection

Step 3: Test the CDE connection​

Click the test connection action to verify that the configured credentials work correctly; review the success or error status before proceeding.

Test the CDE connection

Step 4: Select a remote CDE project​

Open the remote project selector dialog, browse or search the available CDE projects, then confirm your selection to associate it with the current project.

Select a remote CDE project

Step 5: Configure sync mode and frequency​

In the sync configuration step, choose the sync mode, frequency, and any additional options to control how files are exchanged between the platform and your CDE.

Configure sync mode and frequency

Create or edit linked folders by choosing remote folders from the selected CDE project; adjust their sync settings so each folder behaves as required.

Link or edit specific CDE folders

Step 7: Remove a linked folder​

Use the remove action on a linked folder and confirm in the dialog to stop synchronisation for that folder while keeping the rest of the connection intact.

Remove a linked folder

Last updated: 2026-07-30