Integration Setup Wizard

Integration Setup Wizard

An OP update just rolled in, kitties! We’ve brought AlterCPA’s automation to a whole new level. Now you can set up integrations with third-party networks and CRMs in literally two moves: pick a network, hand over the secret credentials. Done!

We took eight years of setup experience and turned it into a library of ready-made integration templates. Right now it holds more than 75 API connection options for the most popular platforms. And there’ll be even more!

How to use this marvel of technology:

  1. Go to “Utilities,” then select “Integration Setup.”
  2. Pick the company and template you need.
  3. Enter the data the template asks for — an API key or a CRM domain, for example.
  4. If needed, check out the ready-made postbacks and plug them in on the target network’s side.
  5. Save.
  6. Done, it works!

I figure extra comments are unnecessary — it’s all obvious enough as it is. Enjoy!