Step 1: Start the wizard

The wizard creates a new integration: a link between two of your applications, for example your webshop and your ERP or accounting package. Step 1 is the starting point and explains what follows.

What you see

• The steps of the wizard at the top: Start, Applications, Flows, Settings and Summary. A finished step gets a check mark.
• The text Follow the steps to complete your integration.
• An introduction video, when one is available.

What you do

1. Watch the video if you want a short introduction.
2. Click Start to go to step 2.

What happens next

1. You connect the two applications: Step 2: Connect your applications.
2. You choose which data you want to synchronize: Step 3: Choose your flows.
3. You fill in the settings the chosen flows need: Step 4: Fill in the settings.
4. You check the order summary and start: Step 5: Order summary and start.

Tips

• Have the login or API details of both applications at hand. Step 2 asks for them.
• You open the wizard with Add Integration on the Integrations page.
• The integration is created when you finish step 2. If you leave the wizard after that, the Integrations page shows the label Complete your integration with a percentage on that integration.
• Applications you connected before can be reused in step 2. See Applications.