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Title Type Excerpt
CampusIvy Authentication Page Partner Setup First, login to your existing CampusIvy account. Retrieving OAuth2 Details Set up your application. Note the Institution ID and Client secret. Cyclr Setup Setup your CampusIvy App within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top...
Cardpointe Authentication Page Partner Setup First, login to your existing Cardpointe account or sign up for one. Retrieving Login Details Login to your Cardpointe Account. You will need your Site URL to be able to interact with your data. Cyclr Setup Setup your Cardpointe App within...
Cavelo Page Partner Setup Talk to your Cavelo contact and get the API Key for your installation. Cyclr Setup Setup your Cavelo App within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top Choose Connector Library Scroll down to Cavelo Click the Setup button ...
Imonggo Authentication Page Partner Setup First, log in to your existing Cyance account or sign up for one. Retrieving Auth Details Go to My Info after you’ve logged into Imonggo, and then click show underneath the API Token. Take note of your API Key Cyclr Setup Setup...
Marketron Authentication Page Partner Setup First, login to your existing Marketron Traffic account or sign up for one. Retrieving Auth Details Contact Marketron here to request access to the API and your API Key. They will send you an email that contains your API Key, keep this...
MemoQ Authentication Page Partner Setup First, login to your existing MemoQ account or sign up for one. Also login to your existing MemoQ Webserver or sign up for a free trial. Retrieving OAuth2 Details Ask your MemoQ admin for the APIKey for your application, or search within the...
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...
Salesloft Authentication Page Partner Setup First, login to your existing Salesloft account or sign up for one. Retrieving OAuth2 Details Login to your Salesloft Account. Click Create App. More details on how to create an app can be found here. Enter a name and...
Sprout Send Authentication Page Partner Setup First, login to your existing Sprout Send account or sign up for one. Retrieving OAuth2 Details Login to your Sprout Send Account. Click Create App. Enter a name and Callback URL (https://[Your Cyclr Service Domain]/connector/callback) for your app. Click Save. Note the client...
Totango Authentication Page Partner Setup First, login to your existing Totango account or sign up for one. Retrieving OAuth2 Details Login to your Totango Account. Click your user profile and navigate to Integrations. More details on how to get your API Key can be found here...
Velocify Authentication Page Authentication Velocify uses basic authentication so all you need to do is to provide a valid username/password combination for your account. 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...
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...
Voucherify Page Partner Setup First, login to your existing Voucherify account or sign up for one. Retrieving OAuth2 Details Login to your Voucherify Account. Click your account name. Scroll through the project settings until you find the Application Keys. <img src="./images/Voucherify-2.png"...
Access CRM Connector Guide Page Setup To authenticate the Access CRM connector you will need an API key and Integrator Key. Both are supplied by Access. Please contact your Access account manager to be issued these credentials. Connector Setup Locate the Access CRM connector Cyclr Console > Connectors > Connector...
Act! Authentication Page Act! Partner Setup To authenticate the Act! connector, you will need your: Username and Password Database name (found by clicking your username in the top right of your Act! console, and selecting User Management). Act Domain Cloud: Enter your Act address changing app to api -...
ActiveCampaign Authentication Page ActiveCampaign Partner Setup To authenticate the ActiveCampaign connector, you will need your API key. This can be found in your ActiveCampaign account on the Settings page under the “Developer” tab. Each user in your ActiveCampaign account has their own unique API key.
Upland Adestra Authentication Page API user To authenticate the Adestra you will need to setup an API user with the required access rights. Please see the Adestra documentation on setting up a user. The account, username and password will be required to authenticate the connector. Authenticating the connector Username: this should...
Administrate Authentication Page Administrate Partner Setup To authenticate the Administrate connector, all you will need is your username and password.
Adobe Campaign Authentication Page Adobe Campaign Partner Setup To authenticate the Adobe Campaign connector, you will need the following pieces of information: Client ID Client Secret Private Key Tenant ID To obtain the above, follow these steps: 1. Create a project in Adobe Developer Console Integrations are now created...
ADP Authentication Page Partner Setup You will need to retrieve your client ID and secret. The client ID is set during account creation, and the secret is the password to the created account. You will need to contact ADP support if you are not able to retrieve these details. Cyclr Setup...
Aircall Authentication Page Aircall Partner Setup To authenticate the Aircall connector, you will need an api_id and an api_token. To obtain these, go to your Company’s Settings page in Aircall. In the API Keys section, click on Add a new API key and get your <code class="language-plaintext...
App Direct Page App Direct Setup In order to install a App Direct (OAuth2.0) Connector, you must first create a App Direct OAuth 2.0 App in App Directs’s Developer portal. Preparation When creating your oAuth App, you will need to provide your Cyclr Partner Service Domain so it’s best to...
Asana Page Partner Setup oAuth Application Creation You will need to provide your Cyclr Partner ‘Service Domain’ as part of the process of setting up access so best to have that information to hand before starting. This is specific to your instance of Cyclr and it can be found from...
AWS Backup Authentication Page Partner Setup First, login to your existing AWS account or sign up for one. Retrieving API Details Login to the AWS account. Make sure the region is set correctly. Navigate to the IAM service by clicking on Services and searching for IAM. Under Acccess Management,...
AWS EC2 Authentication Page Partner Setup First, login to your existing AWS account or sign up for one. Retrieving API Details Login to the AWS account. Make sure the region is set correctly. Navigate to the IAM service by clicking on Services and searching for IAM. Under Acccess Management,...
AWS S3 Authentication Page Important Note about Bucket Names Due to limitations in the Amazon S3 API, it’s not possible to access a bucket’s contents if its name contains a period (.) Partner Setup First, login to your existing AWS account or sign up for one. Retrieving API Details ...
Microsoft Azure DevOps Connector Guide Page For reference, Microsoft’s full Azure DevOps Authentication documentation can be found here. Authentication The Microsoft Azure DevOps Connector is authenticated using OAuth2.0. You will need to register an application and provide Cyclr with that application’s Client ID (Application ID) and Client Secret. Register an Application here Authorization...
Microsoft Azure Active Directory Connector Guide Page Authentication The Microsoft Azure Active Directory connector is authenticated with the OAuth2.0 protocol. You will need to register an application and provide the connector with that application’s Client ID (Application ID) and Client Secret. Please follow Microsoft’s official guide to registering an application in Azure Active Directory. That documentation...
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...
BambooHR Authentication Page Setup To authenticate the BambooHR connector you will need your Company Subdomain and an API Key. Company Subdomain The subdomain used to access your account. If you access BambooHR at https://mycompany.bamboohr.com, then the subdomain is “mycompany” API Key Log in to BambooHR Click your...
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...
BlackCurve Page Partner Setup Retrieving Client Key and Secret Login to your BlackCurve front-end. On the left-hand side of the page, click on the cogs and then Site Administration. Click on the API category. Note the Client Key and Client Secret. Cyclr Setup Setup your BlackCurve App...
BNTouch Connector Guide Page Setup At setup you will be prompted to enter the ID and Name of your BNTouch account. These credentials should be issued by your BNTouch account manager. You may have been given a URL that contains these credentials: (example) https://www.bntouchmortgage.net/account_name/xmlpost/?schema=schema_id&id=account_id If you require any further assistance obtaining these credentials...
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...
Bridal Live Authentication Page Partner Setup Retrieving Retailer ID and API Key You must first request API access via Bridal Live support. Once you have access, login to Bridal Live by going to this link and navigating to Settings > Account > API. Note down the Retailer ID and API...
Brightspace Authentication Page Partner Setup Retrieving Client ID and Secret Navigate to your Brightspace instance. Click on the cogs at the top right part of the screen, next to your account name. Click on “Locale Management” under the “Organisation Related” category. If you do not see the link, please make...
Briostack Connector Page Briostack Setup In order to authenticate the connector, you will simply need your username, password and account name. Your account name can be found in the address of your website, for example if your site is johnsmithltd.briostack.com, your account name would be johnsmithltd. Important Note The Briostack API...
Bullhorn Authentication Page Bullhorn Partner Setup To authenticate the Bullhorn connector you will need a Client ID and Client Secret. If you do not already have these, you or a listed Account / Support Contact will need to get in touch with Bullhorn Support to have credentials set up. If asked...
Calendly Connector Guide Page Setup To authenticate the Calendly connector you first need to register an OAuth app. Go to https://calendly.com/integrations/api_webhooks Under OAuth click ‘Register now’ Follow the steps on screen. When prompted for a redirect URL enter https://{Your Cyclr...
Candidate Hub Page Partner Setup Candidate Hub makes use of OAuth 2.0 for remote API access. For your reference, here is a link to the Mautic API documentation. Before Starting You will need to allow API access in your instance of Candidate Hub. To do this, go to settings and...
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;...
Casavi Authentication Page Casavi This document will explain what is needed and install the Casavi connector. How to obtain an API key in Casavi You will need an API key & Secret, these are supplied by your casavi customer service. Connector Setup In connector setup enter the API key...
Chargify Page Partner Setup Obtain your Client ID, Secret and Base URL for the API from your system administator. Connector Setup When installing the connector you will be asked for: Client ID - Client ID as provided Secret - Secret as provided Domain - If your base URL is...
ClickSend Page Partner Setup This document will explain what is needed to setup access to ClickSend and install the connector. Access Token To retrieve your ClickSend access token you must log in to the ClickSend dashboard and open your API Credentials modal. How to do this is pictured below. <img...
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...
ConnectWise Manage Authentication Page Partner Setup Retrieving public and private key Login to your ConnectWise Manage front-end. This changes depending on the location of the server, for example if your server is in the EU it may be https://eu.myconnectwise.net/. Navigate to “Members” under “System” from the menu bar on the left...
Constant Contact Page Constant Contact Setup To use the Constant Contact connector, you will first need to setup an application within Constant Contact to obtain a Key and Secret. Setting up an application in Constant Contact Go to the Constant Contact API Portal (https://constantcontact.mashery.com/) Click <code...
Copper Authentication Page API Key The Copper connector is authenticated using an API key. You can generate an API key after logging into your Copper account. You need to go to: Settings > Integrations > API Keys You will need both the API key and the user email address that created the...
Counterpoint Page Counterpoint This document will explain what is needed to setup access to Counterpoint and install the connector. Authentication Details Setup Create a new company user through your Counterpoint portal. Apply for developer API Keys by contacting NCR. More information about this can be found here. ...
Cyance Authentication Page Partner Setup First, get the credentials for your existing Cyance account or sign up for one. Retrieving Auth Details Contact Cyance here to request access to the API. Cyclr Setup Setup your Cyance app within Cyclr: Go to your Cyclr Console Click...
Deltek Workbook Connector Guide Page Permissions In Deltek Workbook Get API Access You must grant the required access rights to your API user’s access role for the specific API endpoint you need in Settings » Advanced tools » User access rights of your WorkBook application. Prerequisite - WorkBook user that can grant access rights...
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...
Disciple Media Authentication Page Partner Setup First, login to your existing Disciple Media account or sign up for one. Retrieving OAuth2 Details Login to your Disciple Media Account. Click Integrations in the side menu. You will be able to reveal the API Key used for your app. Note the...
Dixa Authentication Page Partner Setup Retrieving API Key Login to your Dixa account. Go to Settings > Manage > Integrations Select “Configure API Tokens”. Select “Add API Token”. Give the new token an appropriate name, and then copy the token that is generated for you on the next screen. ...
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...
Docusign Connector Guide Page Docusign Setup For Cyclr to connect with the Docusign API you will need to create an “Application” in the Docusign account, as detailed below: NB. This part is completed once, by a Partner. The client/customer does not need their own separate application within Docusign. Login to...
Drift Authentication Page Partner Setup First you will need to create an oAuth application on the Drift developer portal Retrieving OAuth2 Details Click Buiild Your App. Enter an App Name Click in Oauth & Scopes in the menu Add Redirect URL - Enter a name and Callback URL (https://[Your...
Drip Connector Page Drip Setup In order to authenticate the connector, you will need your Client ID and Client Secret. You get these by setting up an Application within Drip. You will need to provide your Cyclr Partner ‘Service Domain’ as part of the process of setting up access so best to...
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, review the <a...
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...
Emarsys Authentication Page Authentication To authenticate the connector you will need a username and secret key. To obtain these you will need to create an API user within Emarsys. There are instructions for doing so here: https://dev.emarsys.com/v2/before-you-start/overview#creating-api-users Once you have the username and secret, you can use them to authenticate the connector....
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...
Envision Authentication Page Envision This document will explain what is needed to setup access to Envision and install the connector. API Key and login details Sign up for an Envision account to get a username and password. Go to the developer console and create a new app. Create an...
Exact Connector Page Exact Setup In order to authenticate the connector, you will need a Client ID and Client Secret. First, you should register an app with Exact. How to register your app Go to the Exact Online App Centre. From the country menu in the upper right corner...
Facebook Marketing Authentication Page Facebook Marketing API 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. Note: The process of having your app approved by Facebook may be lengthy (~5 days). Setting up your...
Facebook Offline Conversions Authentication Page 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 Facebook Offline Conversions documentation:...
FoodTec Solutions Connector Guide Page Authentication Credentials To authenticate the FoodTec Solutions connector you will need the name of the chain you wish to interact with, and an API Key. The chain name, in the proper format for the API, can be found in the URL of your account. example: https://{ChainName}.foodtecsolutions.com Your...
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 redirect URL. Contact details can be seen here. Connector Setup In Cyclr’s Connector Setup, enter the...
Freshbooks Classic Authentication Page Authentication Freshbooks Classic uses basic authentication. For this, you will need your Authentication Token. Finding your authentication token You can find your authentication token by: Going to your freshbooks page (https://[yoursubdomain].freshbooks.com Clicking “Profile” at the top Scrolling down to the “API Access” section. Authenticating the...
Freshdesk Messaging Authentication Page Partner Setup Retrieving API Key Navigate to your Freshdesk Messaging inbox. Navigate to Admin > API Tokens. Either generate a new token and note down the API key, or copy an existing API key. Cyclr Setup Setup your Freshdesk Messaging App within Cyclr: Go...
Freshdesk Connector Page Freshdesk Setup Please use your Freshdesk API key for the username and leave the password blank. To find your API key: Visit the Freshdesk dashboard. Click your profile picture in the top right of the screen. Select Profile Settings You will now see your API key on the...
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...
Gingr Authentication Page Partner Setup Retrieving API key Login to your Gingr front-end. Navigate to Reports & More > Users > Edit User > API Keys. Note down the API key shown to you. Cyclr Setup Setup your Gingr App within Cyclr: Go to your Cyclr Console...
Github Authentication Page To use the GitHub connector you will need to set up an app within GitHub, to obtain a Client ID and Client Secret. Setting up your GitHub app Go to https://github.com/settings/developers and click New Oauth App ...
Google Authentication Page Google Partner Setup Google makes use of OAuth 2.0 for remote API access. You must register Cyclr with Google as your own Project to receive OAuth Client ID and Client Secret values to enable Cyclr to authenticate with Google. For your reference, here is a link to Google’s...
Google Calendar - Workspace Authentication Page Account Level Setup Create Service Account with appropriate permissions The actions in this guide require a Google Workspace account with an admin user. Navigate to the services account page. Click Create Service Account and enter an appropriate name and description. On the Grant users access to...
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...
Gym Sales Authentication Page Cyclr Setup Setup your Gym Sales App within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top Choose Connector Library Scroll down to Gym Sales Click the Setup button Enter the following values: Username: This is the username you use to login to...
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 Api Key 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: NB. This part is completed once, by a Partner. The client/customer does not need their own separate application within Hubspot. Login to...
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: NB. This part is completed once, by a Partner. The client/customer does not need their own separate application within Hubspot. Login to...
Ibexa Authentication Page Partner Setup Cyclr Setup Setup your Ibexa App within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top Choose Connector Library Scroll down to Ibexa Click the Setup button Enter the following values: Domain: Your API domain, and the domain you use...
Idio Connector Guide Page Connector Setup If you are using a demo account with Idio, enter demo when prompted during connector setup. Otherwise the field should be left blank. Using the Connector You will need to provide a Delivery Key for each call you make.
Ingenious Vendor Authentication Page Partner Setup Setting the correct API key The API key is your subdomain, token and secret separated by a space (“ “). For example, if your subdomain was “sub”, your token was “abc123” and your secret was “secret123”, you would set the API key to be “sub abc123...
Insellerate Authentication Page Authentication No authentication details are required to use the Insellerate connector, however you will need to contact Insellerate to confirm that the IP address for your Cyclr Partner Console has been whitelisted. The IP address that you need to use will depend on which Cyclr Server is hosting your...
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...
Instant.co Authentication Page Partner Setup Retrieving API Key You need to contact Instant’s development team to get an API key. Cyclr Setup Setup your Instant.co App within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top Choose Connector Library Scroll down to Instant.co...
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:...
Invenias Authentication Page Partner Setup First, navigate to your Invenias Swagger definition at “https://**.invenias.com/api/swagger/index”. Change the ** to your Invenias subdomain. This is the first part of your portal URL, for example if you login to Invenias via “https://company.invenias.com” you should use “company”. Retrieving Client ID and Secret After reaching...
JotForm Connector Guide Page Setup To authenticate the JotForm connector you will need an API Key and the API Domain. API Key To obtain your API Key, within JotForm: Navigate to (icon in top-right corner) > Settings > API > API KEYS If there is not already a...
LeadMailbox Authentication Page Authentication Authentication with LeadMailbox is very simple. When the connector is installed you will need to provide the name of your account only. Post Leads Method When the Post Leads method is called additionally you will need to provide the name of the Campaign to which the lead...
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 ...
LianaCEM Authentication Page LianaCEM Authentication Setup To set up the connector you will need: Realm (eg. LCBETA) User ID (Normally a four digit code) Secret Key (eg. srhs925af0148ee7584dd7f2da654a75b8e5ba0e6b8fdad385920c25c44313) These are given to you by LianaCEM at the point of contract.
Listrak REST Authentication Page Partner Setup Retrieving client ID and secret Login to your Listrak front-end, and navigate to the Integrations Page by clicking Manage -> Integrations. Create a new integration. The integration type should be set to Email. Set the scope as Contact and List if you want to use...
Lizzy Page Partner Setup First, login to your existing Lizzy account. API Key Before you can use the Lizzy API, you must be granted access by the customer you’re wishing to do business with. To learn more about this option the Lizzy customer should watch video in Interface Setup Procedures...
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,...
Mailchimp Authentication Page Partner Setup To authenticate the Mailchimp connector you will need a Client ID and Client Secret. These are obtained by setting up an application within your Mailchimp account. Setting up an application in Mailchimp Navigate to the Registered Apps page in your...
ManageBac Authentication Page Partner Setup First, login to your existing ManageBac account via your ManageBac front-end. Retrieving an API Key Go to Settings > Develop > API Manager. Click “Add New Token” or copy an existing API token. If you are going to create a new token: Set an...
Marketo Connector Guide Page Authentication To get a client ID and client secret you must login to your Marketo installation as an admin. Go to Admin > LaunchPoint under the Integration menu. Click on View Details under the service that you want to use. If no services are shown, create a new...
MereCatch Authentication Page Partner Setup First, email your contact at MereCatch and ask them for yyour API-Key. Cyclr Setup Setup your MereCatch App within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top Choose Connector Library Scroll down to MereCatch Click the Setup button Enter...
Microsoft Education Page Microsoft Education uses OAuth 2.0. Please sign up for an application on Microsoft first and get an OAuth client ID, client secret. Azure Active Directory OAuth Application See here for the official documentation for creating an Azure Active Directory application. To Summarize the above documentation: Either log...
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...
monday.com Connector Guide Page Authentication To authenticate the monday.com connector you will need a Board ID and an API Key. A new instance of the connector should be installed for each board you want to interface with. API Key Log into your monday.com account Click...
Moodle Authentication Page Partner Setup To authenticate the Moodle connector you will need an API Token. This is obtained by setting up an application within your Moodle environment. Setting up an application in Moodle Navigate to Site Administration > Plugins > Web Services Start following the guide...
MRI Authentication Page Partner Setup Retrieving Username Your username is s C1, your Web Services user name is U1, your Web Services user password is Password, your MRI application database name is D1, and your assigned MIX partner key is P1. With the above information, your API user name would be...
Microsoft Teams Authentication Page Partner Setup Many of the Microsoft Teams endpoints are protected, due to handling sensitive data. This means you need to apply for permission via this request form. Do note that this can take up to a week to get approved, during which you cannot use the protected methods....
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...
Oracle NetSuite Connector Guide Page RESTlet Installation To enable REST APIs in NetSuite, a “RESTlet” file must be deployed in your NetSuite account. To support the NetSuite Connector, Cyclr has its own RESTlet file. Please get in touch with your Support Team to request this. Once you have the Cyclr RESTlet file, follow the...
Oracle NetSuite - SuiteTalk REST Web Services Connector Guide Page NetSuite Setup Firstly log in to your NetSuite account. Create An Integration From the top navigation bar go to Setup > Integration > Manage Integrations > New Enter a name for the integration State should be Enabled From the...
Microsoft Office 365 Page Microsoft Office 365 uses OAuth 2.0. Please sign up for an application on Microsoft first and get an OAuth client ID, client secret. Azure Active Directory OAuth Application See here for the official documentation for creating an Azure Active Directory application. To Summarize the above documentation: Either...
OnceHub Authentication Page Partner Setup Retrieving API key In your OnceHub account, navigate to ScheduleOnce > Setup > Integrations > API Integration. Note down the API key shown in the centre of the window. Cyclr Setup Setup your OnceHub App within Cyclr: Go to your Cyclr Console...
OpenApply Connector Guide Page Setup To authenticate the OpenApply connector you will need a Client ID, Client Secret and the name of you account. Client ID & Client Secret To obtain your Client ID and Client Secret, within your OpenApply account: Navigate to Settings and open the Public API page...
OpenCRM Connector Guide Page Authentication To authenticate the OpenCRM connector you will need an API Key, Pass Key and your OpenCRM account name. API Key and Pass Key These credentials should be issued by OpenCRM’s support team or your OpenCRM account manager. Please contact support@opencrm.co.uk for more information. OpenCRM Account This...
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,...
Optimizely Authentication Page Partner Setup Retrieving OAuth2 Details Login to an Optimizely developer account, or sign up for an account. Click Account Settings in the bottom left area of the navigation tree. Navigate to the Registered Apps tab. Click Register New Application. Enter an appropriate name for the...
Oracle Eloqua Connector Guide Page Oracle Eloqua Setup To authenticate the Oracle Eloqua connector, you will need a Client ID and Client Secret. To get these: Enter your Eloqua instance and navigate to Settings > Platform Extensions > AppCloud Developer. Select Create App. Enter a name, description, the address...
PayJunction Authentication Page Partner Setup This document will explain what is needed to setup access to PayJunction and install the connector. PayJunction Details Request an application key from PayJunction. Details on how to do this are here. Connector Setup There are multiple steps in the connection setup:...
PayPro Global Page PayPro Global Setup In order to install a PayPro Global Connector, you will need an API secret key, and your Vendor ID. Your API secret key will have been provided to you separately by PayPro. Your Vendor ID can be found by going to https://cc.payproglobal.com/AccountSettings/BusinessInfo. It will be...
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...
PetExec Connector Guide Page Setup To authenticate the PetExec connector you will need a Client ID, Client Secret and the name of your account. Client ID & Client Secret To obtain your Client ID and Client Secret, within your PetExec account: Navigate to Company Preferences > Misc. Settings > Maintain...
PingOne Authentication Page Partner Setup PingOne uses OAuth 2 Client Credentials for remote API access. You must register a worker application within PingOne to receive OAuth Client ID and Client Secret values to enable Cyclr to authenticate with PingOne. The official documentation for creating an application can be found here. <h2...
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...
Pomelo Pay Authentication Page Partner Setup Retrieving API Key Create a third part application via your merchant portal. Note down the newly created client_secret. Cyclr Setup Setup your Pomelo Pay App within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top Choose Connector Library...
Purple Authentication Page Partner Setup Retrieving public and private key Contact Purple support at support@purplewifi.net to get a public and private key to use the API. Cyclr Setup Setup your Purple App within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top...
QuickBooks Connector Page QuickBooks Setup To authenticate the connector you need a Client ID and Secret. To obtain these, you will need to create a QuickBooks Online application. Creating an App Visit https://developer.intuit.com/app/developer/myapps. Click the button. Select QuickBooks Online and Payments. Give your...
Qwary Page Partner Setup Qwary Setup You will need to request access to Qwary API via this form here Cyclr Setup Go to your Cyclr Console Click the Connectors menu along the top Choose Connector Library Find the Qwary Connector Click the Setup button Enter the...
Retail Express Authentication Page Partner Setup To access the API, you will need to contact support to request a client code (GUID) and unique URL. Retrieving Authentication Details You can access the client ID by hovering over “Help & Support” on the web interface and click “What’s my Client ID”. Cyclr...
Rock Gym Pro Connector Guide Page Authentication Rock Gym Pro uses Basic authentication. To make requests you will need your API username and password. These are not the same credentials you use to log into the Rock Gym Pro portal. Finding your API username and password Visit https://app.rgprocloud.net/admin/api_keys and copy down the Username, and...
Rybbon Connector Guide Page Connector Setup Obtaining Authentication Credentials If you haven’t done so already you will need to generate an API Key in the Rybbon portal: Go to https://{yourAccount}.rybbon.net/ui/settings/api From the API ACCESS KEYS section click Edit On the...
Sage 50 Authentication Page Partner Setup First, login to your existing Sage Developer account or sign up for one. Also login to your existing Sage Business Cloud Accounting account or sign up for a free trial. Retrieving OAuth2 Details Login to your Sage Developer Account. Click Create App....
Sage 50cloud Connector Page Client Setup Setup SDATA SDATA is the API functionality we use to communicate with the Sage 50cloud on-premise application. This must be setup within your Sage 50cloud application. We advise setting up a separate API user that Cyclr can use to access the API with. This allows you...
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 SOAP Authentication Page Partner Setup Retrieving Details You will need a security token to authenticate with Salesforce. This will have been sent to your email when creating your account. If you no longer have access to this token, you can reset it. Use this link to reset your token: <code class="language-plaintext...
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...
Salesforce Marketing Cloud Page Authentication Please refer to this document for a guide to authenticating Salesforce connectors. Upsert Custom Data Extension Rows The Salesforce Marketing Cloud connector gives you have the ability to Upsert (create or update) a batch of data extension rows. When using the method ‘Upsert Custom Data Extension...
Salesforce Metadata Connector Guide Page Authentication When installing the Salesforce Metadata Connector you’ll need to provide a Username and Password for the Salesforce account you wish to work with. You can optionally enter an Account Type. Possible values are “enterprise” or “partner”. Creating Custom Fields To create custom fields within Salesforce, there are...
Salesforce Pardot Page Authentication To authenticate the Salesforce Pardot connector you will need the User Key, Email Address and Password for the Pardot user account you will be interfacing with. User Keys are available in Pardot under {your email address} > Settings in the API User Key row. For assistance in acquiring...
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...
Scoro Authentication Page Partner Setup First, login to your existing Scoro account, or sign-up for a free 14 day trial. A note about methods that need specific authentication: Methods in the following categories will need an API key to function: Properties Meters Readings Price Lists Product Groups Depot Methods in...
Script Tester Page If you need to test some javascript outside of your cycle, you can do so with the Script Tester. This can be found in your Console, under the Connectors menu. You should start with an example object (XML/JSON etc) to run your tests...
Selligent Authentication Page Selligent Partner Setup To use the Selligent connector, you will need The server of your Selligent account, for example: yourcompany.slgnt.eu (without the https://) Your Username A Secret Key (aka Password). Username & Password To be able to use the REST API a dedicated API user...
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,...
ServiceMonster Authentication Page Setup Authentication Credentials To authenticate the ServiceMonster connector you will need a username and password. Please note, these are not the same as your ServiceMonster login credentials. To obtain a username and password for use with the API/connector: Login to ServiceMonster at app.servicemonster.net (You will need to...
ServiceNow Authentication Page There are currently two ServiceNow connectors available: ServiceNow - Provides access to various ServiceNow API’s ServiceNow Table API - Provides full CRUD functionality for a ServiceNow table via the ServiceNow Table API Setup Note: Before authenticating either of the ServiceNow connectors you must first...
Service Fusion Authentication Page Partner Setup Before you can install your connector, you need to register an oAuth application with Service Fusion: In OAuth Apps, create new app (if you don’t already have one) by clicking to Add New OAuth App. Enter the Name and Redirect URL. https://{{Your Cyclr...
serviceminder.io Authentication Page Partner Setup First, login to serviceminder.io Go to Administration > Control Panel > API Keys and create a new API key. Cyclr Setup Enter the following values: APIKey: The APIKey that was provided by the above steps. Your connector is now setup! You can test it by...
ServSuite Authentication Page ServSuite All that is needed to set up this connector are the username and password you normally use to access ServSuite. Important Note about Date Ranges The ServSuite API may not be able to complete a call if the date range is too large, so the “List New”...
SFTP Private Key Authentication Page To authenticate the SFTP Private Key connector you will need to provide the following values: Host URI The URI where the SFTP server is located. sftp://example.com User Name The username to authenticate as with the SFTP server. sftp_user ...
ShipStation Authentication Page Partner Setup To setup the ShipStation connector, you will need a ShipStation API Key, and API Secret. Generating a ShipStation API Key and Secret Go to Account Settings. Select Account from the left-hand sidebar, then choose API Settings....
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...
Shopify (oAuth) Authentication Page Shopify (oAuth) If you are using API key authentication please see the documentation here This document will explain what is needed to setup access to Shopify and install the connector. Setup Shopify oAuth Application Create a Shopify custom or public oAuth application and bind it to...
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...
SpotDraft Authentication Page Partner Setup Cyclr Setup Setup your SpotDraft Connector within Cyclr: Go to your Cyclr Console Click the Connectors menu along the top Choose Connector Library Scroll down to SpotDraft Click the Setup button Enter the following values: Client ID:  Please contact SpotDraft to obtain the client...
SpotMe Connector Guide Page Setup Authentication Credentials To authenticate the SpotMe connector you will need a Workspace ID and an API Key. Login to your SpotMe account From the Workspaces menu, either select an existing workspace or create a new one following the on-screen instructions <img src="./images/spotme_interface_1.png"...
SPS Commerce Authentication Page Partner Setup First, login to your existing SPS Commerce Developer account or sign up for one. Retrieving OAuth2 Details Login to your SPS Commerce Developer Account. Click “Applications” located at the top of the page. If you don’t have an existing app: Click...
Squarespace Authentication Page Partner Setup API Key Log in to your Squarespace site. In the left nav, click Settings; scroll down and click Advanced. Click Developer API Keys. Click the GENERATE KEY button. In the dialog, add a key name under “KEY NAME”, select one or more Commerce APIs under...
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...
Stripe (OAuth) Authentication Page Partner Setup Retrieving Client ID Navigate to connect settings in the dashboard: https://dashboard.stripe.com/settings/applications. Add your Cyclr redirect URL: https://Your Service Domain/connector/callback Tick “OAuth for Standard Accounts”. Note down the generated Client ID. End-user Setup Retrieving API Key Navigate to the API...
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”...
SuiteCRM Authentication Page Authentication Please Note - Each installation of the connector needs its own dedicated user, or you may see “Invalid Session” errors. If you need to add further users, you can consult SuiteCRM’s official documentation. The SuiteCRM Connector requires the following information to install. Domain (Your account’s domain...
SuperPhone Connector Guide Page Setup API Key To authenticate the SuperPhone connector you will need an API Key. This can be found towards the bottom of the settings page of your SuperPhone account, or by following this link. When you first get started you need to generate an API key. You...
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...
Synchtank Page Synchtank Partner Setup This document will explain what is needed to setup access to Synchtnak and install the connector. Username and Password Setup Contact Synchtank to get a username and password through the Synchtank website. Enter the username and password in the connector setup area....
Tazworks Connector Guide Page Tazworks Setup --------------- For Cyclr to connect with the Taxworks 1. Login to the Tazworks Developer Portal [here](https://developer.tazworks.com), note access to this portal is IP restricted. 2. Follow the Tazworks [documentation](https://developer.tazworks.com/#registration) to create an application. 3. In the `Info` tab you can set the API access (Orders) and CRA Registration....
Total Expert Authentication Page ## Authentication Interaction with the Total Expert API is protected with OAuth 2.0. In order to use the API, a client ID/secret pair is required. This pair is issued by Total Expert Support. You will then be required to enter URL to be used in API calls. The production URL...
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 > General 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...
User.com Connector Guide Page ## Authentication To authenticate the User.com connector you will need your application's subdomain and API Key. ### Obtaining Your Authentication Credentials 1. [Login](https://app.user.com/accounts/login/) or [create an account](https://app.user.com/accounts/register/) 2. Select an existing application or create a new one. You must provide a subddomain for your application upon it's creation ![user dot...
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...
Voucherify Page ## Partner Setup Vitari is a self hosted system (on premise) you will need to contact your system administrator for the required credentials. They will need to: * Make sure the system is open to the internet and provide the Domain to access. * Provide GUID and Client ID ###...
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...
Wealthbox Authentication Page ## Partner Setup First, [login](https://app.crmworkspace.com/users/login) to your existing Wealthbox account or [sign up for one.](https://www.wealthbox.com/) You will require an **Access Token** to authenticate the connector. #### Retrieving an Access Token. * [Login](https://app.crmworkspace.com/users/login) to your Wealthbox Account. * Click on the three dots in the top right corner of the window,...
WebEOC Authentication Page ## Partner Setup This guide presumes that you already have a WebEOC account. ### Cyclr Setup Setup your WebEOC App within Cyclr: * Go to your **Cyclr Console** * Click the **Connectors** menu along the top * Choose Connector Library * Scroll down to **WebEOC** * Click the **Setup** button...
Wix Authentication Page ## Partner Setup #### Retrieving public and private key * Navigate to the [development area](https://dev.wix.com/dc3/my-apps/) of Wix. * Create a new app if you have not already done so. * Click **OAuth** on the menu on the left side of the page. * Enter your Redirect URL (https://``Your Service Domain``/connector/callback...
WooCommerce Authentication Page ## Partner Setup ### Before you start If your WooCommerce site is on a CDN such as CloudFront, you may need to add a Page Rule (e.g. https://{domain}/wp-json/wc/*) or whitelist the IP address used by Cyclr (see https://docs.cyclr.com/cyclr-ip-whitelisting). ### Authenticating the Connector To authenticate the WooCommerce connector you will need...
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...
Xero OAuth2.0 Authentication Page # Xero (OAuth2.0) ## Partner Setup In order to install a **Xero (OAuth2.0)** Connector, you must first create a Xero OAuth 2.0 **App** in Xero's Developer portal. ### Preparation When creating your Xero App, you will need to provide your Cyclr Partner **Service Domain** so it's best to have that...
Xledger Authentication Page ## Partner Setup #### Retrieving Certificate * Download the [Certificate Manager](https://www.microsoft.com/en-us/p/xledger-certificate-manager/9n0q2h72x5x8?activetab=pivot:overviewtab) from the Microsoft Store. * Click "Get New Certificate". * Fill in your username and password, and then click "Get Security Code" and check your emails for said security code. * Enter the security code, **enable "Exportable"**, and then...
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 ## Partner Setup ## This document explains how to setup access to Zoho and to install the Zoho CRM Connector. ### OAuth Setup ### You'll need to register your Cyclr Partner with Zoho by creating a "Client" in your [Zoho API Console](https://accounts.zoho.com/developerconsole). [Zoho's own documentation on this can be found...
Zoom Authentication Page ## Partner Setup First, [login](https://zoom.us/signin) to your Zoom account. #### Retrieving OAuth2 Details * Navigate to the [Zoom Marketplace](https://marketplace.zoom.us/develop/create). * Click on "OAuth" as the new app type. * Enter an appropriate name, and the app type is "Account-level app". Do not publish the app to the Marketplace. Click "Create"....
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