nCino
DLH.io documentation for nCino
nCino is an innovative banking software solution that provides financial institutions with breakthrough features. This data is relevant as operational data for securing, analyzing, and distributed reporting inside and outside of their customers' direct institutions. DLH.io enables this data integration capability with nCino from its base platform which is Salesforce.com.
Setup Instructions
Follow the setup steps guide for configuring your nCino connection to enable data to flow into your destination via DLH.
Supported Features
Here are key features supported for this connector.
| Sync Feature | Supported | Details |
|---|---|---|
| Custom Data and Development | ✓ | Ability to enhance connector upon request |
| Historical Re-Load/Load | ✓ | |
| Incremental/Delta Load | ✓ | Gets most recent records and changes |
| Column Selection | ✓ | |
| Column Hashing | ✓ | |
| Re-Sync Table/Entity | ✓ | Select at the table level to reload data history (on next Sync Bridge run) |
| Custom Queries | Utilizing SQL Data Query Connector | |
| Custom Data | ||
| Captures Deleted Rows | ✓ | On all supported tables |
| API Sync Bridge Initiation | ✓ | |
| Priority Scheduling | ✓ | |
| Private VPC/Link | ☂ | |
| DLH Data Model Available | - |
If you have any questions about these supported features please reach out to our Customer Support team.
Details on Sync Processing
For this connector, we believe the sync processing is straightforward. We've provided a number of details, steps, and other guidance here and in the setup steps guide. Be sure to also check the change log and notes page from time to time for any changes.
Issue Handling
If any issues or questions occur with starting your process to integrate nCino please contact our support team via the DLH.io Support Portal.
Schema Details (ER Diagram)
See the Salesforce connector entity relationship diagram (ERD) for information about what entities/tables DLH provides for you out-of-the-box and how they are related to one another.