Managing Integrations

Configure third-party integrations from the Integrations tab in System settings.

 

Connecting to Office Ally

1. Navigate to System

• Go to the left pane and click > System.

2. Navigate to Integrations Tab

• Click on the Integrations tab at the top of the page.

3. Initiate Connection

• Click the Connect button to open the credentials modal.

4. Enter SFTP Credentials

• SFTP Username: Enter your Office Ally username

• SFTP Password: Enter your Office Ally password

• Click Connect to establish the integration

5. Manage Integration

• Edit Credentials: Click the pencil icon → update details → click Save

• Toggle Connection: Use the switch to enable/disable the integration

Office Ally integration can be turned on/off using the toggle.