Helply

Helply

Integrations

Manage Integrations

Connect, manage, and sync your integration's data.

Let's do it together!

Step 1: Open Profile Menu

Click your profile icon in the top right corner to access the menu.

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Step 2: Access Settings

Select Settings from the menu to proceed to configuration options.

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Step 3: Navigate to Integrations

Select Integrations to view available integration options.

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Step 4: Browse Integrations and Connect

Browse through the list of available integrations that you can connect. Select Connect for the desired integration to begin the connection process.

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Step 5: Enter API Key

Add your API key in the provided field to authenticate the integration. Select Connect again to finalize the integration setup.

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Step 6: Complete Setup

Select Done to exit the integration setup process.

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Step 7: Manage Existing Integration

Click the Settings button to manage your connected integrations if needed.

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Step 8: Update API Key

Select the Change button to update your API key if necessary.

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Step 9: Reconnect Integration

Select the Reconnect button to re-establish the integration connection.

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Step 10: Enable Auto Sync

Ensure that Auto Sync is enabled or disabled if you've imported any data.

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Step 11: Import Data

Navigate to the training area and select Help Desk to start importing resources.

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Step 12: Sync Help Desk

Click the Sync Help Desk button to import resources for your integration.

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