Connectify

Step 1: Access Connectify Dashboard

• If you don't already have a Connectify account, you can sign up for one at Connectify website.
• Once registered, log in to your Connectify account using your credentials.

Step 2: Generate Integration Token

• In the Connectify dashboard, navigate to the "Integrations" or "API Settings" section, usually located in the settings menu.
• Locate the option to generate an integration token and follow the provided instructions.
• This token will serve as the authentication mechanism between your SaaS application and Connectify.

Step 3: Configure Integration in Your SaaS Dashboard

• Log in to your SaaS application's dashboard and navigate to the integrations settings page.
• Look for the option to add a new integration and select Connectify from the list of available integrations.
• Paste the integration token generated in Step 2 into the designated field.
• Save your changes to enable the integration.

Step 4: Map Data Fields

• After configuring the integration, you'll need to map the relevant data fields between your SaaS application and Connectify.
• This mapping ensures that the data exchanged between the two platforms is correctly synchronized.
• Common data fields to map may include customer information, product details, orders, and inventory levels.

Step 5: Test Integration

• To ensure that the integration is functioning properly, perform various actions within your SaaS application, such as creating new customers or processing orders.
• Verify that the data is accurately synchronized with Connectify and reflects the changes made in real-time.
• Testing the integration thoroughly helps identify any potential issues early on and ensures a seamless user experience.

Step 6: Additional Configuration (if applicable)

• Depending on your specific use case and requirements, you may need to configure additional settings within Connectify.
• This could include defining synchronization frequency, setting up data filters or transformations, or configuring advanced features offered by Connectify.
• Refer to the Connectify documentation or reach out to their support team for guidance on any advanced configurations.

Step 7: Troubleshooting (if necessary)

• In the event that you encounter any difficulties during the integration process, don't hesitate to seek assistance.
• Consult the Connectify documentation, knowledge base, or community forums for troubleshooting tips and common solutions.
• If the issue persists, reach out to Connectify support team for personalized assistance and guidance in resolving the issue promptly.