> ## Documentation Index
> Fetch the complete documentation index at: https://www.c1.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up an nCino connector

> C1 provides identity governance for nCino. Integrate your nCino instance with C1 for unified visibility and governance over user access.

<Warning>
  **This connector is in beta.** This means it's undergoing ongoing testing and development while we gather feedback, validate functionality, and improve stability. Beta connectors are generally stable, but they may have limited feature support, incomplete error handling, or occasional issues.

  We recommend closely monitoring workflows that use this connector and contacting our Support team with any issues or feedback.
</Warning>

## Capabilities

| Resource                 | Sync                                                          | Provision |
| :----------------------- | :------------------------------------------------------------ | :-------- |
| Accounts (Team members)  | <Icon icon="square-check" iconType="solid" color="#c937ae" /> |           |
| Accounts (Loan officers) | <Icon icon="square-check" iconType="solid" color="#c937ae" /> |           |
| Loans                    | <Icon icon="square-check" iconType="solid" color="#c937ae" /> |           |

## Gather nCino credentials

Configuring the connector requires you to pass in credentials generated in nCino. Gather these credentials before you move on.

<Warning>
  A user with the **Company Admin** role in nCino must perform this task.
</Warning>

### Generate

<Steps>
  <Step>
    Make sure the nCino Mortgage API is enabled on your account.
  </Step>

  <Step>
    In nCino, navigate to **Company Settings** > **API Management**.
  </Step>

  <Step>
    If relevant, select **nCino Mortgage** from the dropdown of APIs.
  </Step>

  <Step>
    On the **Credentials** tab, click **Add credential**.
  </Step>

  <Step>
    Give the credential a name, then click **Save**.
  </Step>

  <Step>
    Carefully copy and save the client ID and client secret for your new credential.
  </Step>

  <Step>
    Next, authorize the credential to access the necessary endpoints. Find the newly created credential in the list on the **Credentials** tab and click the three-dot menu, then select **View details**.
  </Step>

  <Step>
    Enable **GET** on the API endpoints that display info on team members, loan officers, and loans.
  </Step>
</Steps>

**Done.** Next, move on to the connector configuration instructions.

## Configure the nCino connector

<Warning>
  To complete this task, you'll need:

  * The **Connector Administrator** or **Super Administrator** role in C1
  * Access to the set of nCino credentials generated by following the instructions above
</Warning>

<Tabs>
  <Tab title="Cloud-hosted">
    **Follow these instructions to use a built-in, no-code connector hosted by C1.**

    <Steps>
      <Step>
        In C1, navigate to **Integrations** > **Connectors** and click **Add connector**.
      </Step>

      <Step>
        Search for **nCino** and click **Add**.
      </Step>

      <Step>
        Choose how to set up the new nCino connector:

        * Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren't yet managed with C1)

        * Add the connector to a managed app (select from the list of existing managed apps)

        * Create a new managed app
      </Step>

      <Step>
        Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.

        If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.
      </Step>

      <Step>
        Click **Next**.
      </Step>

      <Step>
        Find the **Settings** area of the page and click **Edit**.
      </Step>

      <Step>
        Enter the nCino credentials into the relevant fields.
      </Step>

      <Step>
        Click **Save**.
      </Step>

      <Step>
        The connector's label changes to **Syncing**, followed by **Connected**. You can view the logs to ensure that information is syncing.
      </Step>
    </Steps>

    **Done.** Your nCino connector is now pulling access data into C1.
  </Tab>

  <Tab title="Self-hosted">
    **Follow these instructions to use the nCino connector, hosted and run in your own environment.**

    When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with C1, automatically syncing and uploading data at regular intervals. This data is immediately available in the C1 UI for access reviews and access requests.

    ### Resources

    [Contact C1's support team](mailto:support@c1.ai) to download the latest version of the connector.

    ### Step 1: Set up a new nCino connector

    <Steps>
      <Step>
        In C1, navigate to **Integrations** > **Connectors** > **Add connector**.
      </Step>

      <Step>
        Search for **Baton** and click **Add**.
      </Step>

      <Step>
        Choose how to set up the new nCino connector:

        * Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren't yet managed with C1)

        * Add the connector to a managed app (select from the list of existing managed apps)

        * Create a new managed app
      </Step>

      <Step>
        Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.

        If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.
      </Step>

      <Step>
        Click **Next**.
      </Step>

      <Step>
        In the **Settings** area of the page, click **Edit**.
      </Step>

      <Step>
        Click **Rotate** to generate a new Client ID and Secret.

        Carefully copy and save these credentials. We'll use them in Step 2.
      </Step>
    </Steps>

    ### Step 2: Create Kubernetes configuration files

    Create two Kubernetes manifest files for your nCino connector deployment:

    #### Secrets configuration

    ```yaml expandable theme={"theme":{"light":"css-variables","dark":"css-variables"}}
    # baton-ncino-secrets.yaml
    apiVersion: v1
    kind: Secret
    metadata:
      name: baton-ncino-secrets
    type: Opaque
    stringData:
      # C1 credentials
      BATON_CLIENT_ID: <C1 client ID>
      BATON_CLIENT_SECRET: <C1 client secret>
      
      # nCino credentials
      BATON_NCINO_BASE_URL: <nCino API base URL>
      BATON_NCINO_CLIENT_ID: <nCino API client ID>
      BATON_NCINO_CLIENT_SECRET: <nCino API client secret>
    ```

    See the connector's README or run `--help` to see all available configuration flags and environment variables.

    #### Deployment configuration

    ```yaml expandable theme={"theme":{"light":"css-variables","dark":"css-variables"}}
    # baton-ncino.yaml
    apiVersion: apps/v1
    kind: Deployment
    metadata:
      name: baton-ncino
      labels:
        app: baton-ncino
    spec:
      selector:
        matchLabels:
          app: baton-ncino
      template:
        metadata:
          labels:
            app: baton-ncino
            baton: true
            baton-app: ncino
        spec:
          containers:
          - name: baton-ncino
            image: ghcr.io/conductorone/baton-ncino:latest
            imagePullPolicy: IfNotPresent
            env:
            - name: BATON_HOST_ID
              value: baton-ncino
            envFrom:
            - secretRef:
                name: baton-ncino-secrets
    ```

    ### Step 3: Deploy the connector

    <Steps>
      <Step>
        Create a namespace in which to run C1 connectors (if desired), then apply the secret config and deployment config files.
      </Step>

      <Step>
        Check that the connector data uploaded correctly. In C1, click **Apps**. On the **Managed apps** tab, locate and click the name of the application you added the nCino connector to. nCino data should be found on the **Entitlements** and **Accounts** tabs.
      </Step>
    </Steps>

    **Done.** Your nCino connector is now pulling access data into C1.
  </Tab>
</Tabs>