Introduction
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Just as in the offline world, services of external companies have to be ordered and paid for independently: to establish an integration, you will need an account or an agreement with the relevant service provider (MailChimp, Google Analytics, Stripe, DocuSign, etc.). TurnKey Lender will only provide integration with the services and does not pay for their use. Please make sure to have purchased a valid account in advance.
Manage Integration Settings
Access the
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Integrations tab
Integrations can be managed by a system user with enabled “System administration” permission (“admin”). To manage the integrations, the admin shall:
Log in to the system
Go to Settings → Integrations
Enable
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Define the settings of the enabled integration in the emerged fields below.
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/Disable an Integration
To enable any integration (e.g. Email notification):
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Enable the flag to its right.
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Integration settings will appear under the flag.
Select the Service provider and define the rest of the settings.
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Once you’ve enabled all the required fields, click the “Save changes” button at the bottom of the “Integrations” screen.
Basic Integration Types
A detailed overview of the Integration settings is provided in the articles below, while this section provides an overview of the most common integration types:
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