Setting Up Integrations

Owned by Carlos Lizaola
Last updated: Dec 20, 2023 by Jonathan Villarreal (Unlicensed)
2 min read

Setting Up Integrations

Purpose:

The purpose of this walkthrough is to help you set up integrations with your CRM, shipping processors.

 

Pre Requisites:

  • You should have a CRM to integrate with Thiio

  • Set up various integrations with ease. 

Setting Up Integrations Video

 

Click on Integrations on the left side menu. Here you can view all your current integrations.

 

Click the blue plus sign to add additional integrations

Inetgration_2_.png

  1. As you can see there are many different types of integrations to add. If you are looking for something specific you can search by name or categories 

    • You can either create a new account from here or configure it if you already have the information. 

    • Every integration will require a key 

    • Here is Click Bank as an example:

  • Make sure to hit save after each integration. 

Checklist:

  • A CRM

  • shipping processor