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Close

Updated

Overview

This article guides you through the steps to integrate Close on the Josys App Catalog page.

Integration Specifications

Target Plans Startup, Professional, Enterprise
Admin Role Required for Integration Admin
Integration Method API Key/Token
Integration Key Email
Capabilities Account Visualization
Statuses Excluded from Unmanaged IDs Deleted
Available Settings Upon Provisioning
Available Settings Upon Deprovisioning
Contract Information How to check contract information
Other Retrieved Fields • Updated Date
• Created Date
Fields that Can Be Visualized ・Permissions
・Status
・Updated Date
・Created Date
Retrieved Fields for License Management
Common Fields Role Status User
Retrievable Permission Types ・Admin
・Super User
・User
・Restricted User
・Custom Roles
Edit Permissions

Generating Credentials

  1. Log in to Close with an Admin account and click Settings > Integrations > Developer.

  2. Click + New API Key, create an API key with a name of your choice, and copy the value.

Integrating with Josys

  1. Click Integrations > App Catalog from the left sidebar of Josys.
  2. Search for Close and click it.
  3. The configuration page will be displayed on the right.
  4. Enter the Organization ID and API Key, then click Next to complete the integration.
    The Organization ID can be retrieved from the Settings → Memberships page below.

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