How Can We Help?
< All Topics
Print

01. Create Integration

 

Step 1: Click on integration from the left navigation bar.
NOTE: Only Account Admins will be able to access the integration screen.

 

Step 2: Click on create new button.

 

Step 3: There are 3 options which we can choose in ”System Type” dropdown

1.SharePoint: If SharePoint is selected then the user needs to enter the SharePoint web URL, SharePoint client key and SharePoint client secret.

2.Procore: If Procore is selected then the user needs to enter the Procore company id, Procore client key and Procore client secret.

3.Windows: If windows is selected then the user needs to enter the windows service key.

 

Step 4: Once all the fields are filled and click on save.

Next 02. View Integration