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Title Type Excerpt
LeadMailbox Authentication Page LeadMailbox To use LeadMailbox’s connector to create leads, you will need the Post URL for the associated Campaign. Finding the Post URL From the LeadMailbox dashboard, click Settings Campaigns [The Name of your Campaign] Show Post Url...
ProfitWell Authentication Page ProfitWell This document will explain what is needed to setup access to ProfitWell and install the connector. ProfitWell Authentication Setup Within the ProfitWell portal, click the Account Settings cog in the bottom left, and select Integrations. You will see a number of different cards relating to available...
Salesforce Upsert Setup Page Salesforce Upsert Methods Setup In order to use the Upsert Account or Upsert Contact methods you must first setup a custom external ID field within the object in salesforce. Setting up the method will be a slightly different process depending upon whether you are using Salesforce Classic, or Lightning...
Velocify Connector Guide Page Creating Leads in Velocify In order to create leads using the Velocify connector there are a few preliminary steps to be undertaken first: Find and run the List Fields method. Once successfully run you should have an XML object containing all the fields that you...
Vincere Connector Guide Page Vincere Setup For Cyclr to connect with the Vincere API you will need to select a suitable user account within Vincere. This account will require setting up, the steps to complete this are below. NOTE: We have experienced issues when using the Safari web browser so would recommend using...
B2B Wave Connector Page B2B Wave Setup In order to authenticate the connector, you will need your App Code and API Token. How to find your App Code and API Token Log in to your B2B Wave admin account. Click Profile on the top right. Select API configuration...
Google BigQuery Authentication Page Google BigQuery This document will explain what is needed to setup access to Google Big Query and install the connector. You should install a new connector instance for each table that you wish to access. Setup Google OAuth2 Credentials First setup OAuth2 within Google Developer Console. Sign...
Box Connector Guide Page Authentication Box uses OAuth 2.0 for authentication. The following are the steps needed to give this connector authorization to Box applications: Box Console If you have a Box account already, sign in. Otherwise create a new account. Once signed in, go to ‘Dev console’ from...
Breathe HR Authentication Page Breathe HR This document will explain what is needed to setup access to Breathe HR and install the connector. How to obtain an API key in BreatheHR Log into your BreatheHR account Select Settings from the Configure dropdown menu Select API Settings under Integrations Click Enable API...
Bullhorn Authentication Page Bullhorn Partner Setup Bullhorn uses OAuth 2 for API access. FAQ Apache Tomcat Error After you are redirected to Bullhorn during the authentication process, sometimes Bullhorn display an Apache Tomcat error like this: This is a known issue with Bullhorn....
Instructure Canvas Page Partner Setup This document will explain what is needed to setup access to Instructure Canvas and install the connector. Instructure Canvas OAuth You will need to be an admin of the Instructure Canvas installation to create OAuth details. Within your Instructure Canvas web interface: Go to...
Capsule Authentication Page Capsule v2 Partner Setup Capsule v2 uses OAuth 2. You should sign up for an application on Capsule first and get an OAuth client ID and client secret. Here is the official documentation for creating a Capsule OAuth 2 app: https://developer.capsulecrm.com/v2/overview/authentication#oauth-2 Register a free Capsule account;...
Clover Authentication Page Clover This guide is for setting up and installing the Clover connector. Setup in Clover Go to clover.com/developers and create a new application. In the new application go to Settings and: Update the Web Configuration setting Site URL to be your Cyclr Service Domain....
Club Ready Connector Page Club Ready Setup ApiKey Setup In order to access the API, you will need an ‘API Key’ configured, please email support@clubready.com to request more information and obtain an API Key. You will need to sign an agreement. How to find your Store Id Log in to your ClubReady...
DevicePilot Authentication Page Device Pilot Partner Setup This document will explain what is needed to setup access to Device Pilot and install the connector. API Key Setup Go to the token settings in DevicePilot and create a new token. Select “POST” as the token type and enter an appropriate...
Document360 Connector Guide Page Authentication The following are the steps needed to authorize this connector to access Document360 projects: Document360 Console Go to Document360 to either login or create a new account if you don’t already have one. You will be directed to the portal dashboard where your projects...
Microsoft Dynamics Custom Objects Page Dynamics CRM Custom Objects Connector Setup This connector is designed to work with a single custom entity. When working with more than one, you must install a separate Dynamics CRM connector for each custom entity type. Installation For details on how to authenticate this connector click here....
Microsoft Dynamics Page Dynamics CRM Partner Setup Dynamics CRM Online uses OAuth 2. Please sign up for an application on Microsoft first and get an OAuth client ID and client secret. See here for the official documentation for creating an Azure Active Directory application. We will summarise it in a...
Engagement Multiplier Connector Guide Page Authentication Credentials The Engagement Multiplier connector is authenticated with OAuth2.0, as a result you will need a Client ID and Client Secret: Login to your Engagement Multiplier Developer account here Go to Integrations > API Clients from the dashboard menu <img src="./images/engage_multi_1.png" alt="engagement multiplier...
Facebook Marketing Authenticaiton Page Facebook Marketing API Partner Setup Facebook Marketing API uses OAuth 2. You should sign up for an application on Facebook first and get an OAuth client ID and client secret. Here is the official documentation for creating a Facebook app: https://developers.facebook.com/docs/apps/register Log into your Facebook account....
Facebook Offline Conversions Authentication Page Facebook Offline Conversions In your Facebook Account navigate to Business Settings > System Users: Select relevant System User Generate New Token Copy and paste token into Setup > Access Token in Connector Setup - you should now be authenticated. Further information can be found by visiting the...
Franconnect Page FranConnect This document will explain what is needed to setup access to FranConnect and install the connector. Authentication Details Setup Contact FranConnect to get a Client ID, Client Secret and redicrect URL. Contact details can be seen here. Connector Setup In the connector setup...
FullContact Connector Guide Page FullContact Integrate FullContact address books with your apps Automatically manage, update and enhance your contact’s details with Cyclr’s FullContact connectors. Make use of the FullContact to connector for data enrichment and the FullContact Contacts API connector for address book management. Organising Contacts Share, sync and collaborate...
Google Data Studio Page Google Data Studio Google Data Studio is designed to turn your data into interactive dashboards and informative reports. Using the Cyclr API, you can consume data from any Cyclr connectors you have installed and display them in Data Studio. Let’s take a look at how to set up Cyclr...
Google Authentication Page Google Introduction Google apps, such as Google Sheets, Google Drive, etc., use OAuth 2. You need a Google account to create authorization credentials and get an OAuth client ID and client secret. These are then added to the appropriate Google connector in the Commectors tab of your Cyclr...
Heartland Page Heartland Partner Setup This document will explain what is needed to setup access to Heartland and install the connector. API Key Setup Go to https://developer.heartlandpaymentsystems.com/Account/KeysandCredentials and sign in. Create “Production Keys”. Copy the “Secret Key”. Connector Setup In the connector setup enter the...
Hubspot Connector Guide Page Hubspot Setup For Cyclr to connect with the Hubspot API you will need to create an “Application” in the Hubspot account, as detailed below: Login to the Hubspot Developer Portal here Follow the Hubspot documentation to create an application You will need to select the following...
Idio Connector Guide Page Connector Setup To setup the connector you will need a Delivery Key and a Delivery Secret Key, both of which are provided by Idio. If you are using a demo account with Idio, enter demo when prompted during connector setup. Otherwise the field should be left blank.
Insider Connector Guide Page Connector Setup To setup the connector you will need a Partner Name and Request Token, both of which should be provided by Insider. Locate the Insider connector in the Cyclr console. Cyclr Console > Connectors > Connector Library > Insider Click the open...
Bronto Installation Page Bronto When installing the Bronto Connector, the following documentation describes how to create an API Key and set appropriate permissions within your Bronto account: https://help.bronto.com/bmp/concept/c_api_soap_intro.html Here are the key points from that documentation: The user must be designated as having the “API Access” permission. Before logging into an...
Intercom Authentication Page Intercom Partner Setup Intercom uses OAuth 2 for remote API access. You must register Cyclr within Intercom as your own App to receive OAuth Client ID and Client Secret values to enable Cyclr to authenticate with Intercom. The official Intercom documentation describing the process can be found here:...
Cyclr IP Whitelisting Page If you are setting up a Connector that requires IP whitelisting, you can find the addresses that Cyclr sends API requests from below. Depending on where your Cyclr Partner Console is hosted, you should use the appropriate IP addresses: Partner Console at my.cyclr.com 52.22.119.215 Partner Console at my.cyclr.uk...
Less Annoying CRM Connector Guide Page Connector Setup Obtaining Authentication Credentials The Less Annoying CRM connector is authenticated with a User Code and an API Key. A guide to obtain these values is detailed here. To summarize: If you have an account with Less Annoying CRM, log in. If not,...
LianaCMS Connector Guide Page Connector Setup API Key The LianaCMS connector is authenticated with an API Key. This can be located in the following way: Log in to your LianaCMS account Click your account name in the upper right corner ...
Magento 2 Connector Page Magento 2 Setup ApiKey Setup To authenticate the connector you will first have to create an API Key: Log in to the admin portal, and click System > Extensions > Integrations. Click Add New Integration. Enter a unique name for...
Magento 2 Webhooks Connector Page Magento 2 Webhooks Setup It is assumed that you have already installed our Magento 2 Webhooks plugin. To authenticate the connector you will need to use your existing Magento 2 API Key. To find your API key, Log in to the admin portal,...
Mindbody Connector Guide Page Mindbody Setup To setup the connector you need to access the configuration information within Mindbody. To do this a Mindbody developer account will be needed. Mindbody have two environments: Sandbox. Access to the sandbox environment following these instructions. Site ID = -99 Username = Siteowner...
MYOB AccountRight Live Page Partner Setup Register with MYOB The first thing to do - unless you already have a my.MYOB account - is to register for MYOB AccountRight Live API access by clicking the Register for API Access button. This requires completing a form then waiting on a confirmation email...
NetSuite Connector Guide Page Filtering Objects The “List” methods, which return multiple items when run, can be filtered to match specified criteria using the following Fields: Field *required: is the field in the NetSuite object you wish to filter on for example “name”. Operator *required: is the operation...
Optimail Connector Guide Page Connector Setup In order to setup the connector you will first need to retrieve your API key from Optimail. To do this: Log in to your Optimail account. Select the Integrations option in the header of the page. Select API Key & Integration Guide,...
PeopleHR Authentication Page Partner Setup This document will explain what is needed to setup access to PeopleHR and install the connector. PeopleHR API key Within PeopleHR configure the API Key: Go to the PeopleHR domain. The usual format for this domain is https://[Company-Name].peoplehr.net Go to “Settings”, “API”. Contact PeopleHR support...
Pipedrive Connector Guide Page Pipedrive Integration Workflow Building Examples Automating Pipedrive Automating Deals Our Pipedrive connector includes a number of webhooks. These are real-time event notifications that fire when something happens to a deal, e.g. when one is created or updated. Example uses: Sync new deals with...
Podio Connector Guide Page Authentication Podio Interface To authenticate the connector you will need a Client ID and Client Secret for the Podio App you wish to interact with. To generate these values, follow this link and then under ‘API Key Generator’: Enter the name of the application you wish...
Salesforce Authentication Page This guide applies to Salesforce, Salesforce Service Cloud, and other services that use Salesforce authentication. Partner Setup Salesforce uses OAuth 2 for remote API access. You must register Cyclr within Salesforce as your own Connected App to receive OAuth Client ID and Client Secret values to enable Cyclr to...
Salesforce Chatter Authentication Page Salesforce Chatter Partner Setup Salesforce uses OAuth 2 for remote API access. You must register Cyclr within Salesforce as your own Connected App to receive OAuth Client ID and Client Secret values to enable Cyclr to authenticate with Salesforce. The official Salesforce documentation for creating a Connected App...
SalesNexus Connector Guide Page Connector Setup The SalesNexus connector is authenticated with an API Key (authorization token). You can use the following methodology to obtain a temporary API Key within the connector. The temporary API Key will expire after an unspecified amount of time, resulting in failed calls to the SalesNexus API. If...
SendGrid Authentication Page Partner Setup SendGrid uses an API key for authentication, so you must gain an API key by visiting the SendGrid website. First, navigate to the SendGrid API keys section. Once you have logged in, you should be greeted by an empty page. To create your first API Key,...
Shireburn Connector Guide Page API Keys The Shireburn connector is authenticated with two API Keys. Open API Key To obtain an Open API Key you must first create a user account and assign that user the relevant permissions. The steps necessary to do this are described here. Azure API Key...
Shopify Authentication Page Shopify This document will explain what is needed to setup access to Shopify and install the connector. Setup Shopify Credentials Create a Shopify private application and get the credentials. Instructions on how to do this can be seen here. Make sure that the correct “Admin API...
Slack Authentication Page Partner Setup Slack uses OAuth 2.0 for authentication so you must register your Cyclr Partner with Slack to obtain your Client ID and Client Secret values. From https://api.slack.com/apps click the Create an App button then enter: App Name - a name for your App. This will...
Squareup Authentication Page Authentication With Access Tokens Access tokens can be used in the connector in order to authenticate both the sandbox and production versions of the Squareup environment. In order to obtain the access tokens go to the applications page in Squareup here. Create a New...
SugarCRM Authentication Page SugarCRM API Integration Guide Before you start In order to avoid login conflicts, you will need to set up a custom platform name in the portal. It is best to name it something that describes and identifies your current integration. Registering a New SugarCRM Platform...
Surefire CRM Connector Guide Page Surefire CRM Partner Setup This document will explain what is needed to setup access to Surefire CRM and install the connector. API Key Setup Contact Top of Mind to get your API access. They can be contacted through their support. Connector Setup In the...
Trustpilot Connector Guide Page ## Creating An App Follow the steps outlined in [this guide](https://support.trustpilot.com/hc/en-us/articles/207309867-Getting-started-with-Trustpilot-s-APIs#create-manage-applications-3) to create an application in the Trustpilot console. > The redirect URI should be https://{service domain}/connector/callback. Your service domain can be found in your Cyclr console under Settings > Integration Settings > Service Domain. ## Authentication 1. In your...
Twilio Connector Gudie Page # Twilio Connector Guide Setup # ------------- Creating a Helpdesk using Twilio, Slack and Cyclr ExampleThis guide shows you how to create your very own helpdesk that lets your agents view and respond to chats within Slack.This guide will show you:How to create new channels in SlackHow to connect Twilio...
Twilio Voice Page # Twilio Voice # ## Partner Setup ## This document will explain what is needed to setup access to Twilio Voice and install the connector. ### Credentials Setup ### 1. Go to your Twilio [project settings](https://www.twilio.com/console/project/settings) and retrieve the API credentials (Account SID, Auth Token). ### Connector Setup ### In...
Vend Connector Guide Page ## Authentication --- Vend uses OAuth 2.0 for authentication. The following are the steps needed to give this connector authorization to access data from Vend stores: ### Vend Setup * If you haven't done so already, [create a developer account](https://developers.vendhq.com/developer/sign-up) with Vend. > NOTE: Your developer account credentials are independent...
Vonage Connector Guide Page # Setup To pair the Vonage connector with a Vonage application you will need an **Application ID**, **Private Key**, **API Key** and **API Secret**. ## Vonage Credentials Sign in to the Vonage dashboard [here](https://dashboard.nexmo.com/sign-in) if you already have an account. If not create one [here](https://dashboard.nexmo.com/sign-up). ### Application ID and Private...
Wordpress Authentication Page # Wordpress # Wordpress Connector Setup ------------- ## Authentication ## In order to allow Cyclr to connect to your WordPress site’s API, you must install the WordPress REST API – OAuth 1.0a Server. This gives your site the ability to securely authenticate API use. ### Register Cyclr as...
Xero Private Instance Authentication Page # Xero Private Instance # Partner Setup ------------- In order to authenticate the connector, you must first create a Private Application in Xero. The official Xero documentation for this process can be found here: [Creating a Xero Private Application](https://developer.xero.com/documentation/auth-and-limits/private-applications) Once you have successfully created a private application within Xero, copy...
Zendesk Authentication Page # Zendesk # Zendesk OAuth 2 Setup: --- In order to set up OAuth 2 in Zendesk log in to your account and go to `Admin -> API -> OAuth Clients` and click the `+` button to setup a new OAuth application. Once you have entered the required information and...
Zoho Page # Zoho # ## Partner Setup ## This document will explain what is needed to setup access to Zoho and install the connector. ### OAuth Setup ### You'll need to register your Cyclr Partner with Zoho so that you can obtain a Client Id and Secret. This can be done...
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