Integrations Page

If you have registered your own app with an integration, such as Quickbooks, and you would prefer to have your customers connect or share their data through this instead of through our app, you may enter the identifier and secret on this page.

To get to the Integrations page, please log in to your administration portal, select “API” from the left navigation menu, and then “Integrations”.

(1) Please enter your integration key. This will typically look like “quickbooks” or “hubspot”.

(2) Select your environment such as “Production” or “Sandbox”. This is a dropdown menu.

(3) Enter the JSON configuration under “Credential Content”. This will include the identifier and the secret, please refer to the image below.

(4) Please select the “Save” button when you are complete.

(5) This is a table of all past and current credentials.