Add your application by wizard
You can add your application via the integration wizard, you can find the button for this on the dashboard page.
After clicking the start integrating button a pop up will appear with the wizard, please make sure you do not use any pop-up blocker at this point.
Click next and in the following screen you can add your applications that you want to connect. Search for Twinfield and click on the Application.
For Twinfield the following fields need to be filled out for a successful connection to be established.
- Display Title: The name of the application, no special requirements.
- This can be useful if there are multiple Twinfield applications, to be able to distinguish between them.
- Company ID: The unique identifier to your Twinfield administration. This is required to set the correct connection point.
- Cluster: Will be completed automatically after authorization
Twinfield settings location
The company ID can be found here in your Twinfield account: Settings > Company settings > Company settings > Company information > Code.
When settings are filled out, the result installation form should look something like this.
Up next, click the 'Authorize' button and log in with your Twinfield credentials in the window that follows.
Give permission for all of the checkboxes.
Click save to save the application credentials and click test connection te complete.
Now you have succesfully added the Twinfield application, you need to enter the second application, which you would like to set up the integration with Twinfield with. See theApplication Manuals page on how to setup the second application you want to use.
In step 3 you can select the packages that you want to make use of. These packages are the flows that determine what data is send from and to Twinfield.
In step 4 you can set the all the settings that tweaks your integration without adjusting mappings and or adjusting code. In this step you need to do this for all your flows. The settings we have standard enabled and disabled are based upon 90% of the integrations we currently have running.
Step 5 finishes the wizard and on this point you can enable the flows to start running, if you want to adjust advanced settings we advice to start them manually in the integrations overview.