Adding and Managing Integrations

Overview

The Integrations section allows administrators to manage all available integrations from a centralized location. From this area, administrators can create new integrations, view and search existing integrations, edit integration configurations, and make quick updates directly from the integrations list. This provides full control over integration setup and ongoing maintenance.

Step-by-Step Approach

1. Access the Integrations

• On the General Dashboard, go to Integrations.

2. Select and Create a New Integration

• In the Integrations view, click + Integration.
• Select the required Integration Type.
• Complete the configuration form.
• Click Save.

3. View Current Integrations

• See the integration listing.
• Review the status and basic configuration details.

4. Search or Filter Integrations

• Use the Search bar to type the integration name or keyword.
• Apply available filters to narrow down the list.

5. Open the Integration Creation Form

• Click + Integration from the integrations overview.
• The creation form opens, allowing you to configure a new integration.

6. Edit an Integration Using the Action Menu

• Locate the integration in the list.
• Click the Action menu (three-dot menu) next to the integration.
• Select Edit.
• The integration configuration page opens in edit mode.

7. View an Integration by Direct Click

• Click directly on the integration name in the list.
• The integration details page opens in view mode.

8. Toggle Edit Mode for the Integrations List

• Locate the integration in the list.
• Toggle the Edit Mode switch.
• Make changes directly in the list view.
• Save the updates.

This allows for faster configuration updates without opening the full integration page.