Setting Up SSO-Based Integrations
Documentation Team
Updated 7 days ago
SSO-Based Integrations allow you to seamlessly sync data and automate review requests. Follow these steps to set up the integration:
1. Accessing the Integration Page:
- Click on Administration > Connections to navigate to the Connections page.
- Look for the desired Integration card and click on it.
2. Marketing Page:
- You'll be taken to the Marketing Page for the selected Integration.
- Here, you'll find more information about what the Integration can do and the possibilities that an Integration provides. Consider the Marketing Page of Jobber as an example.
- Click on the "Add Connection" button to start setting up the integration.
- This brings up a pre-connect form
3. Pre-Connect Form:
- The pre-connect form allows you to define your data sync preferences before the connection is initiated. Users can choose to enable/disable Sync of Customer Data as well as Automated Review Requests
- The options for Customer Data Sync vary depending on the Integration. For example, Jobber provides two options:
- - When a Visit is completed
- - When a Job is completed
- Note: Sending out Automated Review Requests requires a Reputation Management Premium subscription. If you do not have this subscription, the option of enabling Review Requests will be locked in the pre-connect form. You can unlock this feature by purchasing a Reputation Management Premium subscription.
- Choose the preferred settings and click on “Continue” to initiate the connection process.
4. Setting up the Connection:
- After submitting the form, the SSO process begins. Enter the required details to set up the connection.
- Once the connection process is successfully completed, users will be automatically redirected to the Manage tab on the Integrations page where they can confirm the recently created connection by means of a connection card.
- The recently setup connection is highlighted through a connection card in the Manage tab of the Integration Page as well as on the marketing page. Furthermore, the successful connection is highlighted via a “Connected” tag on the Marketing page.
5. Managing the Integration:
- The Jobber Integration will be highlighted in the Manage tab of the Integration page via connection cards.
- The connection card also provides information regarding the status of the integration
- - Green Tick - Connected
- - Yellow Warning - There is a problem with the Integration
- - Blue Info - The Integration is currently being setup
- Clicking on the connection card will take you to the connection settings page.
- Here, you can manage settings like data sync and sending out automated review requests.
6. Pre-Connected Status
- In case a user exits the SSO workflow before the connection process is completed the integration will be held in a “Pending Connection” status.
- This is highlighted via a banner in the Manage tab of the Integrations page as well as an information symbol on the connected card.
- Users can click on the “Resume Connection” button on the banner to continue the SSO process.
- The “Pending Connection” status is also highlighted on the Connection Settings page. Users can utilize the Resume Connection button in the Connection Settings page to continue the connection process as well.
Other Integrations Following a Similar Process:
- Housecall Pro
- Quickbooks Online
- Lightspeed
- Service Fusion
- ServiceMonster
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- Setting Up Triggers for Closed Matters in Clio
- Add Valid API Users in ServiceMonster
- Setting Up Vendor-Managed Integrations
- Setting Up SSO-Based Integrations
- Setting Up API-Key Based Integrations
- Gingr Integration
- Connect Google Analytics
- Quickbooks Integration
- Connections Page
