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Knowledge Base Popdock Popdock Sub-Processors Popdock Sub-Processors Published: Apr 04, 2025 SmartConnect Welcome to SmartConnect Documentation What's New What’s New in the November 2025 SmartConnect Release What’s New in the January 2026 SmartConnect Release September 2025 SmartConnect Release Notes July 2025 SmartConnect Release Notes January 2025 SmartConnect Release Notes Getting Started with SmartConnect.com Logging into the SmartConnect.com App Adding Users to SmartConnect.com Signing Up for a Plan Determining your Subscription Tier Adding an Initial User to SmartConnect.com Switching Companies within SmartConnect.com Navigating the Dashboard Viewing the Latest News, Links, and Videos Widgets Reviewing the Login History Widget Using the SmartConnect Processes Widget Using the Quick Start Widget Account SmartConnect Account Regions Smartconnect Sub-Processors Connections Adobe Commerce (Magento) Setting up a Magento Connector ConnectWise Setting up a ConnectWise Connector Working with ConnectWise Custom Fields File Options Creating a Text Folder Data Source Creating an XML Folder Data Source Using a File Destination Creating a XML File Source Creating a Text File Source Creating an Excel Source Setting up a FTP Server Connection Creating an Excel Folder Data Source Generic Connections Creating an OLEDB Bulk Data Source Creating an ODBC Bulk Data Source Setting up an ODBC Connection Setting up an OLEDB Connection Troubleshooting ODBC Data Source Errors HubSpot Setting up a HubSpot Connector Jira Setting up a Jira Connector Working with Jira Custom Work Item Fields Working with Jira Webhooks Microsoft Dynamics 365 Business Central Connecting to Dynamics 365 Business Central using an OAuth Token Connecting to Dynamics 365 Business Central using Service to Service Authentication Creating a Dynamics 365 Business Central Bulk Data Source Creating a Dynamics 365 Business Central Odata API Source Creating a Dynamics 365 Business Central Real-time Data Source Creating a Dynamics 365 Business Central Change Data Source Setting up an Integration to Dynamics 365 Business Central Odata API Setting up an Integration to Dynamics 365 Business Central Using an Odata Field Lookup Microsoft Dynamics 365 Customer Engagement / Sales Connecting to Dynamics 365 Customer Engagement using an OAuth Token Creating a Dynamics 365 CE/Sales Bulk Data Source Creating a Dynamics 365 CE/Sales Change Data Source Creating a Dynamics 365 CE/Sales Real-Time Data Source Setting up an Integration to Dynamics 365 CE/Sales Using an Entity Lookup Using a Multi Lookup Using an Activity Party Using an Entity Reference Using a List Option Lookup Using a Relationship Microsoft Dynamics 365 Finance Connecting to Dynamics 365 Finance using an OAuth Token Creating a Dynamics 365 Finance Bulk Data Source Setting up an Integration to Dynamics 365 Finance and Operations Using a Dynamics 365 Finance Lookup Microsoft Dynamics CRM On-Prem Setting up a Dynamics CRM Connection Creating a Dynamics CRM Bulk Data Source Creating a Dynamics CRM Real-Time Data Source Creating a Dynamics CRM Change Data Source Setting up an Integration to Dynamics CRM Using a MultiList Option Lookup Using a List Option Lookup Using a Multi Lookup Using an Entity Lookup Using an Activity Party Using a Relationship Microsoft Dynamics NAV Setting up a Dynamics NAV Connection Creating a Dynamics NAV Bulk Data Source Setting up an Integration to Dynamics NAV Using a Page Field Lookup Using a Page Key Field Lookup Microsoft Dynamics NAV OData On-Prem Setting up a Dynamics NAV OData Connection Creating a Dynamics NAV OData Bulk Data Source Setting up an Integration to Dynamics NAV OData Using an OData Field Lookup Microsoft Dynamics NAV Soap On-Prem Setting up a Dynamics NAV Soap Connection Setting up an Integration to Dynamics NAV Soap Creating a Dynamics NAV Soap Bulk Data Source Using a Page Field Lookup Using a Page Key Lookup Microsoft Graph Setting up a Microsoft Graph Odata Connection Using Outlook as a Data Source Using OneDrive as a Data Source Using SharePoint as a Data Source Creating a Teams Task Microsoft SQL Server Setting up a SQL Server Connection Creating a SQL Server Bulk Data Source Creating a SQL Server Real-Time Data Source Creating a SQL Server Change Data Source Setting up an Integration to SQL Server Oracle NetSuite Setting up a NetSuite Connection Creating a NetSuite Bulk Data Source Creating a SuiteQL Query Data Source Creating a NetSuite Change Data Source Creating a NetSuite REST Real-Time Data Source Creating a NetSuite Real-Time Data Source Setting up an Integration to NetSuite Setting up a Multi Lookup Setting up a Reference Lookup Setting up a SuiteQL Lookup Oracle NetSuite REST Setting up a Record Lookup Column Setting up a List Option Column Setting up a RESTlet Lookup Setting up a NetSuite Connection Creating a SuiteQL Query Data Source Creating a RESTlet Query Data Source Setting up an Integration to NetSuite REST Working with NetSuite REST Sublists Working with NetSuite REST Transformations Setting up a SuiteQL Lookup Setting up a Record Reference Column Popdock Setting up a Popdock Connection Creating a Popdock Bulk Data Source Salesforce Setting up a Salesforce OAuth Connection Setting up a Salesforce Token Connection Creating a Salesforce Bulk Data Source Creating a Salesforce Change Data Source Creating a Salesforce Real-Time Data Source Setting up an Integration to Salesforce Using an Entity Lookup ShipStation Setting up a ShipStation Connector Shopify Setting up a Shopify Connector Slack Setting up a Slack Connection Creating a Slack Task Stripe Working with Stripe Webhooks Working with Stripe Metadata Fields Setting up a Stripe Connector Trello Setting up a Trello Connection Creating a Trello Task WooCommerce Working with WooCommerce Webhooks Working with WooCommerce Metadata Fields Setting up a WooCommerce Connector Xero Setting up a Xero Connector Zendesk Working with Zendesk Custom Fields Setting up a Zendesk Connector Zoho CRM Setting up a Zoho CRM Connector REST Connections Configuring the REST Connector Creating a REST Service Definition Adding a REST Service Connection Configuring Exchange Token Authentication Configuring OAuth2 Authentication Creating a Service Data Source Definition Adding a Bulk Service Data Source Configure Data Source Paging Creating a Service Destination Definition Setting up an Integration to a REST Service Creating a Service Lookup Using a Service Lookup Using Service Variables Using Error Handling Configuring Webhooks Creating a Webhook Definition Creating a Webhook Real-Time Source Integration Configuration Creating an Integration Process Populating the Integration Details Defining an Integration Source Defining an Integration Target Determining Source Grouping Performing the Field Mapping Using a Date Calculation Using a Translation Using a Custom Rolling Column Defining Remaining Options Using a Calculation Using a Restriction Importing and Exporting Integrations Importing an Integration Process Exporting an Integration Process Adding Tasks to an Integration Creating document level run integration tasks in SmartConnect.com Adding a Run Map Task Adding an Email Task General Setup and Maintenance SmartConnect REST API Maintaining Setup Options Setting Up Change Trigger Maintenance Setting Up Integration Groups Setting Up Translation Tables Setting up Global Rolling Columns Setting up Global Variables Setting Up Additional Functionality Create Integration Documentation Using Error Processing to Correct Integration Process Failures Scheduling an Integration Process Managing Integration Schedules Installing and Configuring SmartConnect 21 On-Premise SmartConnect 21 Installation Steps Configuring a SmartConnect 21 Instance Configuring Additional SmartConnect 21 Instances Updating SmartConnect 21 Configuration Options Creating and Configuring the Windows Service in SmartConnect 21 Creating and Configuring the API in SmartConnect 21 Using the API in SmartConnect 21 Popdock Welcome to Popdock Documentation General How To Create Fiscal Years and Periods How To Use Fiscal Period Reporting Tableau Web Data Connector Solution for Browsers on Android Devices not Scrolling Down on your List How To Add a Permission Set in Business Central for Users to Access Popdock What's New What’s New in the February 2026 Popdock Release What’s New in the April 2025 Popdock Update What’s New in the March 2025 Popdock Update What’s New in the November 2024 Popdock Release Lists Getting to know Custom Lists How to Create a Comparison List How to Create a Joined List How to Create a Monthly Sales by Customer Matrix Report How to Create a Merged List How to Create a Summary List How to Create a List Detail Adding a SmartList Builder List to Popdock How to Create a Query Builder List How to Add Color Coding to a List Adding Dimensions to Your Business Central Lists Using Export/Import to Move Custom Lists How to Add the Export Options to a List Solution for Browsers on Android Devices not Scrolling Down on your List Mobile Solution for Browsers on Android Devices not Scrolling Down on your List Query Builder How to Create a Query Builder List Publishing Query Builder Lists and Widgets to Business Central (Sandbox) Promoting an Extension from a Business Central Sandbox to Production Adding Dimensions to Your Business Central Lists Querying Data Adding Columns to your List Removing Columns NetSuite How to embed a widget on a NetSuite form Adding a NetSuite Connector How to add a NetSuite List How to update a NetSuite List How to Integrate Popdock into Your NetSuite Dashboard Using a Portlet Tags Creating and Adding Tags Security Understanding the Security Roles in Popdock Understanding Popdock Security options for Users, Teams, and Roles Setting Up Password Policy and MFA in Popdock Understanding API Users – Applying Security to Popdock Widgets and API Calls Adding a User to a Team Creating Tokens for Users in Popdock Granting Security access to a Connector Granting Security Access to a List Account Switching Between Accounts in Popdock Popdock Sub-Processors Popdock Account Regions Creating your Popdock Account Adding a Popdock user from your eOne Account How to Invite a User to be Added to your Popdock Account How to Configure Locale for your Popdock Application How to configure locale settings on your Popdock widget Locale URL query parameters that can be used in Popdock widgets Activating SmartList Builder and SmartView Adding Connectors Adding an Acumatica Connector Adding an Amazon S3 Connector Adding an Azure Data Lake Connector Adding an Azure Synapse Connector Adding an Azure Tables Connector Adding a Bit.ly Connector Adding a Dynamics 365 Business Central Connector Adding a Bugsnag Connector Adding a Capsule CRM Connector Adding a Dynamics 365 Finance & Operations Connector Adding a Constant Contact Connector Installing the Popdock extension for Dynamics 365 Business Central On-Premises Adding a Cosmos DB Connector Adding a Microsoft Dataverse Connector Adding a Drip Connector Adding a Close.io Connector Adding a Dynamics 365 Sales Connector Adding a Dynamics GP Connector Adding a Dynamics NAV Connector Adding a Dynamics SL Connector Adding a Freshdesk Connector Adding a GitHub Connector Adding a HubSpot Connector Adding an Insightly Connector Adding a Sage Intacct Connector Adding a Magento Connector Adding a Mailchimp Connector Adding a MySQL Connector Adding a NetSuite Connector Adding an Oracle Database Connector Adding a Pipedrive Connector Adding a Popdock Connector Adding a PostgreSQL Connector Adding a PowerGP Online Connector Adding a QuickBooks Connector Adding a Salesforce Connector Adding a Sample Data Connector Adding a ShipStation Connector Adding a ServiceNow Connector Adding a Shipping Connector Adding a Shopify Connector Adding a SmartConnect Connector Adding a SQL Server Connector Adding a Stripe connector Adding a Wasabi Connector Adding a WooCommerce Connector Adding a Xero Connector Adding a Zendesk Connector Adding a Zendesk Sell Connector (if registered after January 2020) Adding a Dynamics GP Sample Connector for Testing Popdock ADFS on premise FedEx Tracking API Endpoints How to Add Security to API Endpoints Creating Tokens for Users in Popdock Creating a Popdock API Endpoint to use with Power BI Business Central Installing the Popdock Extension from AppSource for Business Central Adding a Dynamics 365 Business Central Connector Find the Tenant ID in Dynamics 365 Business Central Finding Your Company Information Inside Business Central Configuring the Main Popdock Widget for Business Central Get your Business Central Popdock Widget ID and Widget Region Installing the Popdock extension for Dynamics 365 Business Central On-Premises Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock Adding Existing Lists to Your Business Central Main Widget How to Embed Widgets in your Business Central FactBox Using AL Code How to Embed Widgets in your Business Central FastTab Using AL Code How to Embed Widgets on your Business Central Role Center Bookmarking the Main Popdock Widget on Your Business Central Home Page How to Create a Query Builder List Publishing Query Builder Lists and Widgets to Business Central (Sandbox) Promoting an Extension from a Business Central Sandbox to Production Adding Dimensions to Your Business Central Lists How To Add a Permission Set in Business Central for Users to Access Popdock Calculated Field How to Create a Calculated Field How to add a Calculated Field to your List Connector Setup Installing the Popdock Extension from AppSource for Business Central Find the Tenant ID in Dynamics 365 Business Central Finding Your Company Information Inside Business Central How to add Shipping Details to Show Tracking Information How to Find the TCP Port Number your SQL Instance is Listening on What IP Addresses To Allow Popdock Through Your Firewall Changing the Name of a Connector How to Configure Locale for your Popdock Application Azure Authorization Error When Creating a Connection to Popdock How to Connect Popdock to your Local Database on your Computer How to Identify your Salesforce Edition and API Version Data Lake What is a Data Lake? Adding an Azure Data Lake Connector Setting Up Azure Data Lake Connectors for Upload Tool Migrations Popdock Data Lake Upload Tool Installation and Usage Guide for Dynamics GP Popdock Data Lake Upload Tool Installation and Usage Guide for Dynamics SL Popdock Data Lake Upload Tool Installation and Usage Guide for Dynamics NAV Popdock Data Lake Upload Tool Installation and Usage Guide for SQL Server Restricting access to Azure Data Lake for Popdock Edit Connector Refreshing a Connector Removing a Connector Removing List Groups Changing the Type of a Field Changing the Name of a Group Changing the Name of a List Adding List Groups Changing the Name of an Action Changing the Default Fields for a List Changing the Name of a Field Favorites Adding Favorites Sharing Favorites with a Team or Other Users How to delete a favorite Creating and Adding Tags Filtering How to add Filters to your List Filter Restriction Types Filtering on Dates Gateways What’s New in the April 2025 Popdock Update Setting up the Dynamics SL Data Gateway for Popdock Setting up the Microsoft SQL Server Data Gateway for Popdock Setting up the Dynamics GP Data Gateway for Popdock Setting up the Dynamics NAV Data Gateway for Popdock What IP Addresses To Allow Popdock Through Your Firewall Grouping How to add Grouping to your List Widgets How to Create a Popdock Widget How to Embed a Widget On An Acumatica Dashboard Embedding a Widget into a Generic Inquiry in Acumatica How to Embed a Popdock Widget in Dynamics 365 CE/CRM How to Embed a Widget on a Dynamics 365 Finance and Operations Dashboard Configuring the Main Popdock Widget for Business Central Get your Business Central Popdock Widget ID and Widget Region Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock Adding Existing Lists to Your Business Central Main Widget How to Embed Widgets in your Business Central FactBox Using AL Code How to Embed Widgets in your Business Central FastTab Using AL Code How to Embed Widgets on your Business Central Role Center Bookmarking the Main Popdock Widget on Your Business Central Home Page How to Embed a Popdock Widget on a HubSpot Dashboard How to embed a widget on a NetSuite form How to Embed a Widget on a Sage Intacct Dashboard How to Embed a Widget on a Sage Intacct Object Tab How to Embed a Popdock Widget on a Custom Tab in Salesforce Embedding a Popdock Widget on a Salesforce Page Locale URL query parameters that can be used in Popdock widgets How to Add the Export Options to a List Zendesk Apps Installing and Setting up the Popdock Connector for Zendesk Zendesk Dynamics 365 Sales Connector Installing and Setting up the Popdock Dynamics 365 Sales Connector for Zendesk Configuring the Dynamics 365 Sales sidebar for tickets in Zendesk Configuring the Dynamics 365 Sales sidebar for users in Zendesk Configuring the Dynamics 365 Sales sidebar for organizations in Zendesk Adding the Zendesk Tickets Widget to Dynamics 365 Sales Configuring the Dynamics 365 Sales and Zendesk Connectors in the Edit Embedded App Zendesk Salesforce Connector Installing and Setting up the Popdock Salesforce Connector for Zendesk Getting Started with the Popdock Edit Embedded App Adding the Contact Zendesk Tickets Widget to Salesforce Contacts Adding the Account Zendesk Tickets Widget to Salesforce Accounts Configuring the Salesforce sidebar for users in Zendesk Configuring the Salesforce sidebar for tickets in Zendesk Configuring the Salesforce sidebar for organization in Zendesk Configuring the Salesforce and Zendesk Connectors in the Edit Embedded App Popdock Sub-Processors Published: Apr 04, 2025 We use the sub-processors listed below to provide our cloud environments, services and processing of our customers’ data, or for support of our products. These sub-processors are utilized within our role as the processor for data within Popdock with the customer or partner as the data controller. Note that any sub-processor directly interacting with processed data resides within same region that the customer chooses when creating a Popdock account. IE, customers that create an account within the UK region only have Azure services and resources within that region interacting with their data. Sub-Processor Location Website Purpose Microsoft Azure* USA/CA/UK/EU/AUS Azure.microsoft.com Cloud-based infrastructure and database HubSpot USA hubspot.com CRM Zendesk USA Zendesk.com Ticketing system Jira (Atlassian) USA Atlassian.com/software/jira Ticketing system * Specific hosting centers listed here. Feeling stuck? Get the support and guidance you need to help you power through any data challenge We're on your integration team. Connect with our people and let us know how we can help you. Get support