Working with Integrations

Use the Integrations overview page to set up the applications you want integrated for your Company. You will need to set up the Integrations for each Company.

Setting up an Integration 

Managing Integrations

Updating Credentials

Should you need to update the integration key/url:

1. In Admin, choose the Integrations icon from the navigation pane.
2. Choose MANAGE to the right of the app.
3. On the app's integration page, choose the ellipsis button to the right of the Integration instance.
4. Choose Update Credentials.
5. Enter the credentials and choose SAVE.

Editing an Integration

Should you need to update the Integration Instance Name, you can do so here:

1. In Admin, choose the Integrations icon from the navigation pane.
2. Choose MANAGE to the right of the app.
3. On the app's integration page, choose the ellipsis button to the right of the Integration instance
4. Choose Edit Integration.
5. Enter the instance name and then choose SAVE.

Removing an Integration

Removing an integration unlinks any associated ESMS Clients, Sites, and Equipment.

1. In Admin, choose the Integrations icon from the navigation pane.
2. Choose MANAGE to the right of the app.
3. On the app's integration page, choose the ellipsis button to the right of the Integration instance
4. Choose Remove Integration.
5. Choose Confirm in the message that displays.