Your first integration, step by step

This article takes you from a new account to a running integration. It takes three parts: connecting your applications, creating the integration with the wizard, and checking that records are processed.

Before you start

• Right after you sign up, APIcenter prepares your account. Wait until the dashboard appears. See Setting up your environment.
• Have the login or API details of both applications at hand. The page for each application has a link Where can I find my API details? when a manual is available.

Part 1: connect your applications

You can connect applications in advance on the Applications page, or during step 2 of the wizard.

1. Go to Applications in the menu.
2. Under Connect a new application, find your application and click it.
3. Enter a Display title and the connection details, and click Save.
4. Click Authorize if the application asks you to log in at the vendor.
5. Click Test Connection and wait for "Connection is good!".

See Applications and Connecting a new application.

Part 2: create the integration

On the dashboard, click New integration (or Start your first integration), or click Add Integration on the Integrations page. The wizard has five steps:

1. Start: a short introduction. See Wizard step 1.
2. Applications: choose and connect the two applications. See Wizard step 2.
3. Flows: choose which data you want to synchronize. See Wizard step 3.
4. Settings: fill in the information the chosen flows need. You can change it later. See Wizard step 4.
5. Summary: check the flows, choose per flow whether to start it now, and confirm. See Wizard step 5.

Part 3: check that it works

1. Open the integration from My integrations on the dashboard or from the Integrations page. See Integration overview.
2. Open a flow and check that it is active. See Flow overview.
3. Wait for the first records, then open the activity. A failed record shows the reason. See Activity details.
4. Adjust the settings, data mapping or business rules if the result is not what you expected.

Tips

• Start with one flow, check the first records, and then switch on the next flow.
• The dashboard tells you when something needs your attention.
• Stuck? See Help and support.