For a more automated approach, consider establishing these connections using our Create API

For seamless integration, we recommend using the OAuth approach if third party api providers supports it. If not or you don’t have an OAuth app, you can utilize the API Key method.

  1. On the Integrations tab, Click on + New Integration Account:
  1. Choose the integration you want to connect and provide the necessary information.

  1. Enter the credentails and other information according to the integration. Once done you can click on connect.

  2. Once the integration is connected it will show in the Accounts page. You can now access all the category apis for for the respective integration.