Akero

Introduction

This guide explains how to obtain authentication details from Akero, as well as installing an Akero Connector.

Setup & Authentication

Overview

Your customer’s setup:

• Obtain a Shared Token and their Account ID from Akero.

• Provide both values when installing the Akero Connector.

Remote Setup in Akero - performed by your customer

Your customer should go to their Akero account and obtain a “Shared Token” API Key and their Account ID.

Cyclr Connector Installation

When installing the Akero Connector, the following values are required:

Additional Information

Create Leads custom object category

The Leads Method Category should be copied to work with a specific Akero Form. This enables Cyclr to retrieve the fields of the form automatically.

When copying the Method Category, Cyclr provides a dropdown showing the Forms found in the Akero account.

From the Edit Connector page:

1. Under the Methods and Fields heading, open the Leads Category.

2. Select the Copy Category button.

3. In the popup, use the Object dropdown to select from the available Forms in the Akero account.

4. Select Copy.

A new Leads Category containing a Create Lead Method for the selected Form is created as shown in the screenshot below. Opening that Method will show the standard and Custom Fields available to map to.