Integrate with external applications
You can easily set up or update a connection to a number of financial and collaboration tools directly from your account settings to synchronize data across the applications you use. Before you begin, make sure that the application you want to connect to is already installed in your environment and you have required credentials to access them.
- Under the Apps section on the Account Settings page, click the name of the tool you want to connect to.
- Enter the required credential and connectivity information.
- To edit a connection, click the edit icon
- Save your changes.