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Title Type Excerpt
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 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...
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...
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,...
Microsoft Azure DevOps Connector Guide Page Authentication The Microsoft Azure DevOps 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. Register an oAuth here Authorization callback URL should be https://<Your Cyclr service...
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 applciation 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...
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...
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 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...
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. ...
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...
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 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...
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 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...
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 redicrect URL. Contact details can be seen here. Connector Setup In the connector setup...
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 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...
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 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...
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: NB. This part is completed once, by a Partner. The client/customer does not need their own separate application within Hubspot. Login to...
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.
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...
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:...
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.
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,...
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...
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...
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 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 The Oracle NetSuite - SuiteTalk REST Web Services 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, Client Secret and your Account ID. NetSuite Setup Firstly log in to your NetSuite account. Creating...
Microsoft Office 365 Page Microsoft Office 365 uses OAuth 2. Please sign up for an application on Microsoft first and get an OAuth client ID, client secret and tenant ID. See here for the official documentation for creating an Azure Active Directory application. We will summarise it in a few points: Register...
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,...
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:...
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...
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...
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....
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 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...
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,...
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...
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 ...
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...
SportMe 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"...
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...
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....
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 > 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...
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...
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,...
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...
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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