Versions Compared

Version Old Version 1 New Version 2
Changes made by

Giacomo Lindorff

Michael Sahl

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Microbizz offers a wide range of other intergrations which can be accessed by the menu item OTHER SYSTEMS from the INTEGRATIONS menu.

Image Added

There are two types of integrations: Legacy integrations and "modern" integrations. It is only possible to have one legacy integration active at a given time, while you can have any number of modern integrations active.

Modern integrations

To setup a new modern integration, click the SETUP NEW INTEGRATION button at the top of the screen.

Image Added

You are then able to select the system you want to integrate to. Choose the system from the dropdown and click CREATE INTEGRATION. From here you should follow the on-screen prompts to complete the integration, and you will be taken to the configuration screen.

Image Added

  • Integration title: A name so you can identify this integration later.
  • Is standard: If this is checked (and you have several integrations), this integration will be chosen as default, when you create new objects (CRM objects, tasks etc.) that this integration can handle.
  • Is online: Check this to enable the integration.