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Setting Up Vendor-Managed Integrations

Documentation Team

Updated 7 days ago

Vendor-Managed Integrations allow you to seamlessly sync data and automate review requests.

Setting up the Integration

Step 1 – Accessing the Integration Page
  • Navigate to Administration > Connections > Browse tab to see the Integrations page.
  • Look for the desired integration, and click on the card.
Step 2 – Marketing Page
  • Once you click on the chosen integration, you'll be taken to the Marketing Page.
  • Here, you'll find more information about what the integration can do and the possibilities it provides. Consider, for example, the Marketing page for the PetExec integration.
  • Click on the "Connect" button to start setting up the integration.
  • This brings up a Pre-Connect form.
Step 3 – Pre-Connect Form
  • The Pre-Connect form provides information on the nature of the connection and how it will be set up. For Vendor-Managed Integrations, our team will work with the respective vendor to set up the connection within 24-48 hours of the connection request.
  • Click on “Send Request” to initiate the connection process.
Step 4 – Connection Status
  • After submitting the form, the integration will be in a pre-connected status during the setup process. This is highlighted through an info icon on the connection card in the Manage tab as well as on the Marketing page. This status is also communicated via banners in the interface.
  • You have the option to cancel the connection request before the connection is set up. This can be done by clicking on the “Cancel Connection Request” button on the Connection Settings Page.
Step 5 – Connection Confirmation
  • Once the integration is fully set up, you'll receive a notification via email and an in-app notification.
  • The Connected status can also be viewed in the connection card on the Manage tab as well as on the Marketing page
Step 6 – Managing the Integration
  • The 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
  • - The connection card also provides information regarding the status of the integration
  • - 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..
  • 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 Connection Settings page. You can unlock this feature by purchasing a Reputation Management Premium subscription.
Follow these steps to seamlessly set up a Vendor-Managed Integration and enhance your business operations.
Integrations that follow a similar process: 
  • Paw Partner
  • Paw Loyalty

FAQs

Q: How long does it take for all conversations to load after clicking “Start using Multi-location Inbox”?
A: The loading time varies depending on the number of accounts and conversations being aggregated. It can take a few seconds to a few minutes. There is no notification for completion, so checking back after a few minutes is recommended.

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  • Setting up the QuickBooks Integration
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  • 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

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