Setting Up Integrations in Hashio

Created by Customer Success, Modified on Tue, 23 Sep at 12:48 PM by Customer Success

Setting Up Integrations in Hashio

 

1. Access Facility Details 0:00

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  • Start by logging into Hashio.

  • Navigate to the My Facility module.

  • Click on the Facility Details page.

 

2. Locate Integrations Section 0:11

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  • Scroll down to find the Integrations section.

  • Click on the Integrations button.

 

3. View Existing Integrations 0:20

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  • Here, you will see a list of any existing integrations.

  • You can choose to: 

    • Edit an existing integration.

    • Delete an existing integration.

 

4. Add a New Integration 0:27

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  • To add a new integration, click the Add Integration button.

 

5. Select Integration Type 0:27

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  • Choose the type of integration you want to set up: 

    • WeFLink: Requires a new API key.

    • QuickBooks: Click Grant Access to log into QuickBooks.

    • Apex Trading: Requires an API key.

 

6. Save Your Integration 0:41

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  • After setting up the integration, click Save.

  • This will return you to the Integrations page.

 

7. Completion 0:48

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  • Your integration setup is now complete.

Link to Loom

https://loom.com/share/c632f269c007432383388f8e92a60d52

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