Overview
This guide explains how to integrate Klipfolio on the App Catalog page in Josys.
Integration Specifications
| Target Plans | Free, Professional, Enterprise, Grow, Team, Team+, Large Department |
|---|---|
| Admin Role Required | Admin |
| Integration Method | API Key/Token |
| Integration Key | |
| Supported Features | Delete AccountAccount Visualization |
| Account Visualization | PendingActiveDeleted |
| Statuses Excluded from Unmanaged IDs | Deleted |
| Provisioning Settings | |
| Deprovisioning Settings | |
| Contract Information | How to check contract information |
| Other Retrieved Items | ・Last Login ・Groups |
| Retrieved Fields |
・Last Active Date/Time ・Role ・Status ・Last Login ・Groups |
| Retrieved License Items | |
| Inactive Determination Criteria | No login for 30 days |
| Common Fields | Last Active Role Status User |
| Retrieved Role Types | Built-in Roles + Custom Roles |
| Role Editing |
Generating an API Token
- Log in to Klipfolio with an account that has
Adminprivileges, and click My profile > ADVANCED. - Click Edit, then click GENERATE under API Keys to generate and copy the token.
Integrating with Josys
- From the left sidebar of Josys, click Integrations > App Catalog.
- Search for Klipfolio and click it.
- The setup page will appear on the right side.
- Enter the API key, then click Next to complete the integration.