How Can I Add A Connection?
Here are the steps to create a new connection:
- Login to your workspace
- On the left pane, click on "Systems > Connections"
- Select the type of connection you want to add
- Follow the instructions on the page for the type of connection
Here is a brief overview of requirements to add a new connection:
- For SalesForce, you must have a user account with permission to register a SalesForce Connected App
- For Dynamics CRM, you must have a user account with permission to retrieve target sales views / queries
- For HubSpot, you must be able to authorize access to our app
- For QuickBooks Online, you must be able to authorize access to our app
- For QuickBooks Desktop, you must be able to install a small data synchronization app
- For Stripe, you must have a user account with permission to obtain an API key
- For QuickBooks Online, you must be able to authorize access to our app
- For a Web Endpoint, you must be able to create a single web page, which is capable of retrieving transactions from your target sales / accounting system
- For FTP, you must provide an FTP site we can copy CSV files from and provide credentials
If you are unable to meet those requirements, you can still import transactions manually using CSV files.
- To learn more about the meaning of "connection", click here.
- To learn more about how to import transactions, click here.
- To learn more about how Web Endpoints can help you import data from any sales or accounting system, click here.
Related Articles
Why Should I Add A Connection?
Adding a connection can help you fully automate or streamline the following: Adding Users When you add users to Sales Cookie, you can select a connection, and we will fetch users from your source system (ex: SalesForce). You can also use this feature ...
How Can I Add Users?
You can use the following methods to add users: Manually using Quick Add Add a single user by filling a form You can copy/paste data from any spreadsheet editor Manually using Bulk Add Edit a spreadsheet directly from the web interface You can ...
What Is A Connection?
Connections help you import users and sales transactions from various sales or accounting systems. The import can be one-time, or fully automated. Connections include: CRM connections We provide native support for SalesForce, Dynamics CRM, HubSpot, ...
How Can I Delete A Connection?
Here are the steps to delete a connection: Login to your workspace On the left pane, click on "Settings > Connections" Click on the connection to delete Click on "Delete" The connection will be deleted Automated Imports If automated (recurring) ...
How Can I Add Users To A Team?
You can add users to teams from different places: From a user form: Login to your workspace On the left pane, click on "Users > All Users" Search for the user Click on the user row Click on the "Teams" tab (if needed) Click on "Add to Teams" in the ...