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Managing source control connections in Gearset
Managing source control connections in Gearset

Add and remove saved connections to your source or version control repositories

Valerio Chang avatar
Written by Valerio Chang
Updated this week

To run a comparison in Gearset, you need to add a source and target location of your metadata. Gearset supports comparing and deploying metadata, CPQ configuration and Vlocity Data packs that is source controlled, with support for any git-based source control provider. You can connect to them either by OAuth

You can add connections via OAuth to the following cloud-based providers:

And also to these providers, hosted on-premise by your company:

You can also connect to any git-based source control system using a username/password. This includes Google Cloud Source Repositories, which can also be authenticated in this way. Note that, if you’re using Google Cloud Source Repositories, you need at least one branch in your repository before Gearset can authenticate against it.

Adding a source control connection via OAuth

If your repo is hosted on the cloud, you can connect to them via OAuth following the links above for each git provider.

Adding a source control connection via username/password

Custom git connections can be added using the instructions below. When doing it this way, only one single repository is available (as opposed to all the repositories, when using the OAuth method).

  1. Under My connections on the left-hand side menu, click on Source control and services.

  2. Scroll down to the Custom git repositories section, and click on ADD NEW CUSTOM GIT REPOSITORY... 

  3. Enter your username and password, and specify the URL for the repository.

  4. Optionally, click Test connection to confirm that Gearset can access your repository.

  5. Click Add repository to save the connection.

Your connection will now be listed on the Source control and services page.

Note:

  1. If your account uses 2FA, you may need to create a custom application password (also known as personal access token) for Gearset to connect to your repository.

  2. For GitHub with HTTPS as the authentication type, you will need to enter a personal access token in place of a password, as described here.

  3. If you are using the SSH Authentication type, and a non-default port (22) is used, you may need to format the repo address with a ssh:// prefix.

  4. There are some limitations of Custom Git connections which are mentioned in this article.

This git repository will now appear under Source control > Custom Git when you compare metadata.

Viewing and deleting saved source control connections

All the source control connections you have added to Gearset can be seen in the My connections section on the Source control and services page.

To remove a saved connection, click the bin icon under the Actions column.

Changing the source control authentication username

If you'd like to update a saved connection to a new username (e.g. update your GitHub user that is linked to Gearset), you'll need to remove the connection and clear your cache before adding the new username. 

You can clear your cache by doing any one of the following: 

  • Logging out of your source control account through its web UI (e.g. log out of Github.com).

  • Opening a new incognito or private tab of your browser to add the new connection.

  • Revoking the OAuth token in the original source control connection.

If you don't clear the cached connection, Gearset may re-use the previously saved connection in your browser.

How do I restrict repository connections in Gearset?

You can manage that configuration on the Team Security page. For more details, check out this article.

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