Integrating your data is important if you wish to get the most value out of not only your phone calls but also other systems you use as well, integrating data can save time, provide additional analytics, add functionality and more.
With our new integrations suite, setting up new integrations and viewing or changing settings is easy, once in the platform, navigate to Integrations Overview, these are where our newly developed integrations suite lives, old integrations are still available under 'Legacy' should you need to disable them. If you do not see the new integrations section you may need to be enabled for access, please contact us for access.
When viewing the overview page for the first time you will be given the latest copy of the terms and conditions, it is important that this is read and agreed to before clicking accept, if you have accepted prior you will not be shown this message unless the terms and conditions have been updated whereby you will be prompted to accept again.
The terms and conditions as well as pricing can be viewed at any time using the links in the bottom right corner of the age.
Clicking on the integrations section for the first time will show you the welcome page, you will need to start by adding an integration or setting up some connections, remember that every project is unique meaning if you have multiple projects this may mean you need to do this step for each project.
For the majority of the integrations all you need to do is click on an integration and follow the steps, for most integrations there is generally two steps:
1. Connect your applications.
2. Settings or setup.
Connecting applications will require you to connect and input your account API credentials (if not done before) as well as connecting a third party application if required (either API or other oAuth authentication). Once the applications are successfully connected you can proceed to the next step. If you don't know your account API details they can be found on the home page, more information on this is available here.
The settings page for an integration will be different dependent on the integration you pick, if there is not the settings you want or if you want more settings please let us know and we can look to add this into the template.
A help desk link is available for each integration, if for some reason instructions are missing or inaccessible please let us know.
Once an integration has been added it will show up in the list of integrations, you can change the settings for these integrations at any time by clicking on them and clicking 'Settings'.
Most integrations will be setup either on a schedule or when triggered by an action e.g. a webhook event, check the specific integration article for more information. Any running integrations will display on the homepage, you can also see finished integrations as well as any integrations which have failed on this page as well.