Use the Integrations overview page to set up the applications that you want integrated for your Company. You will need to set up the Integrations for each Company.

Sub-topics within this Topic:

Anchor
settingup settingup

Setting up an Integration 

...

1. In Admin, choose the Integrations Image Removed icon from the navigation pane.
2. Choose MANAGE to the right of the app.
3. On the app's integration page, choose the ellipsis button Image Removed to button to the right of the Integration instance.
4. Choose Update Credentials.
5. Enter the credentials and choose SAVE.

...

1. In Admin, choose the Integrations Image Removed icon  icon from the navigation pane.
2. Choose MANAGE to the right of the app.
3. On the app's integration page, choose the ellipsis button Image Removed to button to the right of the Integration instance
4. Choose Edit Integration.
5. Enter the instance name and then choose SAVE.

...

1. In Admin, choose the Integrations Image Removed icon from the navigation pane.
2. Choose MANAGE to the right of the app.
3. On the app's integration page, choose the ellipsis button Image Removed to button to the right of the Integration instance
4. Choose Remove Integration.
5. Choose Confirm in the message that displays.