Integrating Klipfolio with Josys enables the IT Admin to view and manage accounts.
Key benefits
When you integrate Josys with Klipfolio, you can:
- View: List of user accounts, including their status, roles, groups, and timestamp of the user's last login.
- Perform actions: Add and delete user accounts and send an email to another user.
Note: Josys supports multiple Klipfolio integrations.
Prerequisites
Before you begin with the integration, make sure that you have:
- A Klipfolio admin account
- An API Key
- A Standard or Custom plan
Locating the API Key
Step 1: Log in to Klipfolio using an admin account. Navigate to the My Profile menu at the bottom left.
Step 2: Click Edit.
Step 3: Click Generate New API Key to generate a new API Key.
Step 4: Click Generate.
Step 5: Copy the API Key for later use in the integration steps.
Steps to Integrate
Step 1: Select Klipfolio from the App Catalog in the Apps section.
Step 2: Provide a suitable Label for identification.
Step 3: Enter the API Key copied in the previous section and click Next to proceed.
Step 4: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.
