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| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Atera modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can monitor and manage your customers, contacts, products, expenses, tickets and alerts.
To use the Atera modules, you must have a paid Atera account. You can create an account and find subscription information at atera.com.
Refer to the Atera API documentation for a list of available endpoints.
To establish the connection, you must:
To obtain your API key from your Atera account:
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Log in to your Atera account.
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In the left sidebar, click AdminA user role in Boost.space with comprehensive system access, including the ability to add, remove, and manage all system levels. Admins can oversee all users, configure system settings, create custom fields, and manage modules and addons. Admin can also access Integrator and manage automations..
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In the Service section, click API.
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Copy the API key value shown and store it in a safe place.
You will use this value in the API Key field in Boost.space Integrator.
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add a Atera modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
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Optional: In the Connection name field, enter a name for the connection.
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In the API Key field, enter the API key copied above.
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Click Save.
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If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Atera modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Atera ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
Customers
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Create a Customer
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Update a Customer
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Get a Customer
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List Customers
Contacts
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Create a Contact
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Update a Contact
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Get a Contact
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List Contacts
Products
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Create a Product
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Update a Product
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Get a Product
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List Products
Expenses
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Create an Expense
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Update an Expense
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Get an Expense
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List Expenses
Tickets
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Create a Ticket
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Update a Ticket
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Get a Ticket
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List Tickets
Alerts
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Create an Alert
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Get an Alert
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List Alerts
Other
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Make an API Call