Integration Set-Up

Each Integration is associated with a specific Group (or the Holding Tank). You can set up multiple Integrations to different systems for each Group, but each system can only be added once per Group.

Here are the steps to set up your integration: 

  1. Go to your Profile & Settings page
  2. Select the Group you want to Integrate from the "Group Switcher" in the "Manage Registered Groups" section. (Note: be sure you have selected the correct group to integrate with!)
  3. Scroll down to the "Group Integrations" section and click "Add Your First Integration" (or "Add a New Integration" if you've already set one up).
  4. Pick an Integration from the list and follow the wizard to get it set up. You can click the link that says "Information about this Integration" for any selection to get more detail about what you need, where to find it, and what all can be configured to sync.

When you have finished setting up your Integration, it will appear with all of the details you provided and options to edit or delete. There is also an option to "Run Full Sync" for existing Integrations. This will queue up all of the contacts within the current Group to be synchronized to that integration partner as if you just added them to GroupTrack.

Watch our live training on integrations here:

Once set up, here is an example of how that "process flow" will operate. 

Here is a video with some troubleshooting tips if you're experiencing any errors:

Watch our live training on integrations here:

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