Get started with ConnectMyApps

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Chastity Reed
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1 Get started with ConnectMyApps

2 Get started with ConnectMyApps Contents Key features in ConnectMyApps... 3 Step 1: Add your applications... 4 Step 2: Select your workflow... 7 Step 3: Customize your workflow... 8 Step 4: Manage and schedule your workflows More information and contact

Key features in ConnectMyApps Welcome to ConnectMyApps. This guide explains the steps to connect your software to automaticaly transfer and synchronize your business data.

3 Key features in ConnectMyApps Welcome to ConnectMyApps. This guide explains the steps to connect your software to automaticaly transfer and synchronize your business data. This section introduces the main features that will help you get started with ConnectMyApps quickly and easily. Cloud Manager You manage your ConnectMyApps account, including all of your integrations, from CloudManager. To access CloudManager you need to register for a ConnectMyApps account and sign in. Workflow Wizard The best way to get started with ConnectMyApps is using the Workflow Wizard. This guide follows the steps of integrating two applications. It uses an online store, Shopify, and an accounting program, Visma eaccounting, as examples. However the Workflow Wizard steps are the same for all applications. Left menu options There are three menu options on the left where you can manage workflows or applications you have already set up, as well as adding new ones. Dashboard Applications Workflows The start screen in CloudManager. View all the apps you have registered and their status in ConnectMyApps, add or delete apps, re-authenticate if necessary (see page 5) and edit the name. View all workflows you have set up, see whether they are scheduled and the last time they ran, add or delete workflows, change the customizations, edit the name and more. My Account In the top right of the screen is the My Account menu, where you can see details of your account, manage your subscription, and log out from ConnectMyApps. Tip. You do not need to be logged in to ConnectMyApps for your workflows to run. They will run automatically whilever they are scheduled. See page 10 for more information. 3

Follow the steps below to add these applications. 1. Click the green Quick Start button to begin the workflow wizard. 2.

4 Step 1: Add your applications To add and register your application, log into the CloudManager dashboard. You need to register at least two applications to run an integration, in this case Shopify and Visma eaccounting. Follow the steps below to add these applications. 1. Click the green Quick Start button to begin the workflow wizard. 2. You will go to an introduction of the Workflow Wizard, with a round progress bar. Click Get Started to go to Step 1 and click the green button + Add New Application. 4

5 3. On the Add New Application page, scroll down through the available apps, or enter the name of the app you want in the search box. When you find the app, click the logo, in this example, Shopify. 4. You now need to register and authenticate your app. Authentication is required for ConnectMyApps to access and transfer data to and from your app. Each app uses a different authentication method, so please follow the instructions on the page carefully. 5. When you have entered your shop name click Authenticate. This opens a log in page for Shopify where you give ConnectMyApps authorization. After you authenticate the app you will be returned to a screen where you have an option to change the name of the app registered, if you wish. Click Save when finished. 5

6. Congratulations, you have added your first app! A green pop up message appears at the bottom of your screen confirming it has been successfully added, and Shopify appears in your list of apps. 7.

6 6. Congratulations, you have added your first app! A green pop up message appears at the bottom of your screen confirming it has been successfully added, and Shopify appears in your list of apps. 7. To add your second app, in this example Visma eaccounting, click the green New Application+ and repeat steps You are returned to the workflow wizard, where both apps are displayed. Tick the boxes to the bottom right of each app tile to select them. You are now taken to Step 2 in the wizard, Workflow. 6

7 Step 2: Select your workflow Each pair of apps has one or more workflows available. Workflows are the integrations that automate a process, such as transferring or synchronizing data records between two applications. Follow the steps below to choose your workflow. 1. There are currently two workflows between Shopify and Visma eaccounting: Transfer Orders and Transfer Invoice Drafts, with a description of each workflow below the name. For this example we will choose Transfer Orders. Tick the box to the bottom right of the workflow tile to select this workflow. You are now taken to Step 3 in the wizard, Customization. Tip. If you want to use more than one of the available workflows, complete the set up of the first workflow then simply go back to the Workflow tab and select the additional workflow you want. You do not need to add or re-authenticate the apps themselves. 7

Step 3: Customize your workflow ConnectMyApps needs certain information to use as the default settings for your integration. These are the rules that the workflow will follow.

8 Step 3: Customize your workflow ConnectMyApps needs certain information to use as the default settings for your integration. These are the rules that the workflow will follow. In most cases you simply choose an option from a dropdown menu, while other questions require text input. Follow the steps below to customize your workflow. Note. The dropdown menu options are read from the options you have already created in your applications. 1. Choose one of the dropdown menu options for each question. Questions with a red asterix beside them are mandatory. 8

9 Tip. Place your cursor over the blue more info text to read a detailed explanation of each question. 2. When you have completed the required fields, click Finish. 3. You can edit the name of your workflow if required, then click Next. You have set up your first integration between Shopify and Visma eaccounting. You are now taken to the Workflows screen, where you can manage your workflows. 9

Step 4: Manage and schedule your workflows Now that you have set up your workflow you can run it on a schedule, in this example, to automatically transfer orders from your online store to your

10 Step 4: Manage and schedule your workflows Now that you have set up your workflow you can run it on a schedule, in this example, to automatically transfer orders from your online store to your accounts. Follow the steps below to run your workflow. 1. On the page you have two options: Finish and schedule the workflow or Finish but do not schedule. Both options will return you to the Workflow page, where you see the workflow tile, below. In this example, we chose to Finish and schedule the workflow, so the status in the bottom left shows Schedule On. Tip. We strongly recommend you test with dummy data before running your workflow on a schedule, to ensure it transfers data as expected and your settings are correct. 2. To turn your workflow off toggle Schedule On to Off. Data will stop transferring between your apps. 10

11 The workflow tile The workflow tile includes information on the status of the schedule, whether there are any errors with the workflow and the time it was last run. It also has two buttons to the bottom right. Applications Status: OK / Error and time last run Workflow name Direction of data flow Workflow description Status: On / Off Options button Run workflow immediately one time only The lightening bolt button runs the workflow immediately, one time only. We recommend using this when testing the workflow with dummy data. The gear button has five options: Schedule lets you set the workflow to run every 5, 10, 30 or 60 minutes, or on certain days of the week at designated times etc. Customization returns you to the customization tab in the Workflow Wizard. History gives you a record of the data that has been transferred as part of that workflow. Name lets you change the name of the workflow. Delete lets you delete the workflow. To delete a workflow you must deactivate the schedule first Congratulations, your ConnectMyApps set up is complete! 11

12 More information and contact ConnectMyApps Support Check out these useful resources and stay up to date with ConnectMyApps. Social media Blog Sign up for our newsletter ConnectMyApps AS. All rights reserved. 12

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