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Creating a new Integration

Creating a new Integration

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Creating a new Integration

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Select the main drop-down to view all current Integrations and to ensure the one you want is not already there

To create a new Integration select New from the left menu and give it a name

Then ensure the record is selected and ensure the correct Type of Integration is set. Then save

The options will be different depending on the Type of Integration set. Most Integrations are on a single screen, however some do hare multiple sections that you can switch between (If it has a section drop-down)

See main INTEGRATIONS section for more information about each Integration