How to integrate


By VĂ­t Bilinec

updated about 2 months ago

By integrating your tools with, you save time and financial resources. Without the system, you need to connect all applications to each other, which is a complicated and time-consuming process. With, you only need to make one such connection to a large centralized database. With easy-to-create automated processes, you'll streamline your work and take your business to the next level. Find out what you can integrate here.

In this article, you will learn step by step how to prepare your system and API key + how to create the integration itself

First, you need to prepare the space where the integrations will take place. You can learn about how to work with spaces in this section. The prepared space can look like this (screen)

API token

The API Token is created under the user - the Token itself cannot have more rights than those assigned to the user. The token then serves as a login system and allows us to create integrations.

Token privileges

In the token settings, you choose what the token can modify and to what extent. For example, it will be able to affect tasks, invoices, orders... You can also set different rights:

reading - Allows you to read (tasks)

creation - Allows you to create (tasks)

editing - Allows you to edit (tasks)

deleting - Allows you to delete (tasks)

WARNING: Once a token is created, it cannot be edited. If you want to make changes, you will need to create a new token

Token creation

Now you need to create an API token. On the main screen, click on "My profile" (highlighted) at the top right.

Then scroll down to the bottom of the screen and click on New API token (highlighted).

Here you need to tick the modules that will be affected by the integration. Also here you can select token rights - reading, creation, editing, deleting.

Once you have made your selection, click on "create" in the bottom right corner (highlighted). You now have a token created and you can return to the main screen. 

Your API token can be found at the bottom of the "My profile" section.

How to create an integration

Now you can move on to creating the integration itself. On the main screen, click on integrations (highlighted) on the bottom right.

When you click on it, you will see a page where you can find different options of what you can integrate. On this page, click on "open integrator" (highlighted).

This will take you directly to the page where the integration can be created. Click on create a new scenario at the top right. (highlighted)

Create a scenario

On the page shown, click on the large + icon and select the tool you want to integrate.

After selecting a tool, you will be presented with a number of tasks that can be performed.

Integration settings

After selecting the task you will need to click on the add (highlighted) button. Then a new pop-up window will appear, where you click "Show advanced settings" (highlighted). Finally, fill in the required information. Most often for a tool, this will be the API token, username, password, or ID and key. After filling in the information, click save (highlighted).

To assign an integration, click the + sign next to the first tool.

After opening, select the desired module. In the picture, - Subject - create a record is opened.

Token entry and mapping

Then you need to click on "Add" (highlighted) and insert the Token (you can find it in the "My profile" section). After filling in the token and the system key, you can start selecting the desired items. For a more detailed description of the mapping and link setup, click here for additional information.

Integration test and saving

Finally, you can set the time after which the automatically set action should be repeated, test the integration and then save it.

Integration view

All your set integrations are visible in By clicking into any module with an integration set, you can switch from table to integration view (highlighted).

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