Add External Integrations

Onboarding Guide

Version
R2025.1.0
Add External Integrations

To add an external integration:

  1. Go to System Admin > External Integrations.
  2. Click Add.
  3. In the External Integration Group drop-down list, select the type of integration that you want to configure.
  4. In the Provider drop-down list, select the third-party provider that you want to use.
  5. In the Effective From field, enter the start date for the integration.
  6. (Optional) In the Effective To field, enter the end date for the integration.
  7. In the Tokens section, specify a value for each setting used by the integration. The available tokens vary depending on which integration you've selected. See External Integration Tokens.
  8. Click Save.