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Spendbase's Integrations page is your central hub for connecting, managing, and optimizing the wide array of software tools your organization uses every day. This guide will walk you through the layout, features, and connection process on the Integrations page.
Layout
The Integrations page is designed for clarity and ease of use. Upon arriving, you'll find a straightforward layout showcasing various software applications available for integration. Each application is represented by an "integration card," which provides essential information about the app and its connection status to Spendbase.
Filters for Tailored Viewing
To streamline navigation, the Integrations page features several filters allowing you to view integrations based on specific criteria:
- All Integrations (default): Displays every available integration.
- Connected: Shows only the apps currently connected to your Spendbase account.
- Coming Soon: Lists upcoming integrations that will be available shortly.
- Recommended: Highlights integrations suggested for your particular needs or industry.
- By Category: Filters integrations into categories like Accounting, Communication, Marketing, Productivity, and Sales & CRM, helping you find apps by function.
Integration Cards
Each integration card on the page provides a snapshot of the application, including its name, a brief description, and its current status regarding your Spendbase account. The statuses you might see include:
- Connect: Indicates the app is available for connection.
- Active: Shows the app is currently connected and operational.
- Warning: Alerts you to issues affecting data retrieval from the connected app.
- Action Required: Signals that the connection with the app has been lost, and you need to reconnect.
The Connection Flow
Connecting an app to Spendbase typically follows a few simple steps, ensuring secure and efficient integration:
- Initiate Connection: Click on the integration card and select the "Connect" status button to start the process.
- Enter Credentials: You'll be prompted to enter login credentials for the app you're connecting, such as an email address and password. The exact information required varies by application.
- Provide Additional Details: Some integrations may require further details, like secret keys or specific permissions, to ensure a secure connection. Spendbase guides you through each step.
- Grant Permissions: For integrations involving sensitive data, you might need to grant specific permissions. This ensures Spendbase can access only the data necessary for the integration to function correctly.
- Complete Connection: After providing all required information and permissions, the connection is established. The app's status will update to "Active" on the Integrations page.
