We’re making ongoing updates to the user interface for integrations. This article will give you a brief overview of the new interface so you know what to expect when you opt in.
Contents:
Activating the New Interface
You’ll see an opt-in banner at the top of your Service Integrations page.
Just click the Explore Now button to update.
All of your settings and mappings will remain the same. They’ll just look a little different! Read on to see what you can expect.
Navigating the New Interface
Landing Page
When you first opt in, you’ll see a new landing page displaying all available service integrations.
Any integrations you’ve already connected will be at the top of the screen. Click Manage to access the settings, mappings, and export history for a connected integration.
Other available integrations will be listed by type below your connected integrations. Click Connect to activate a new integration. You’ll be prompted to enter your integration’s credentials, or you’ll be redirected to the integration’s website to enter credentials.
Once you click Manage for an integration, you’ll be taken to the Manage Integration page. At the top of the page, you’ll see buttons to run a manual Export and add a New Mapping.
You’ll also see three tabs to manage your Mappings, Settings, and Export History.
Settings
When you first connect a new integration, you’ll be taken directly to the Settings tab—which is the second tab at the top of the screen—to configure your export settings.
The alert icon on the tab indicates that there are some required settings you need to configure before the integration will be active.
You’ll notice that your integration’s settings are now divided into sections to keep the page more organized.
You may see different section options based on the available settings of the integration you’re using.
If a section needs to be reviewed (if a required field is missing, for example), you’ll see an alert icon next to the name of the section.
If you make changes to a section, make sure to click Save before moving on to another section.
Pro tip: If you try to move to another section without saving first, you’ll see a reminder message.
Once you’ve saved your export settings, you can run a manual export by clicking Export at the top right of the screen.
Mappings
To configure additional mappings for your integration, head to the Mappings tab. You’ll see all of your mappings in a list.
Mappings can be grouped by Mapping Type or by Form using the Group by drop-down menu.
You can also filter your mappings to display only specific Mapping Types or only certain Forms and Events.
To add a new mapping, click the New Mapping button at the top right of the screen and then select the Mapping Type from the drop-down.
Pro tip: If a mapping needs to be updated or deleted, you'll see a warning on this page.
Export History
The last tab is Export History. Here, you’ll see some basic information about your past exports, including the Export ID, Date and Time, Status, and Total Transactions.
Clicking the Export ID will take you to the more detailed Export History report, filtered by the transactions that were exported in that batch.
To view the full Export History report, click View All Export History.
Reverting to the Old Interface
We hope you love the new interface. But if you don’t, you have the option to revert to the old one.
Just click the Revert Back button in the banner at the top of the page.