How should I set up integration with 3rd party traffic systems

Integrating with 3rd party traffic systems will allow you to import clients and ratecards created in these systems and to export scopes.

You can set up integration in Manage -> Integration settings tab. (Please note a contractual agreement for integrations needs to be in place in order to activate integrations).

 

You can set up connection with Traffic LIVE, AccountAbility, SmartSheet, Okta, Xero, Resourse Management or custom traffic provider system. Use Select to set up one.

Note: You can set up only one connection at a time. To make a switch between the systems you should delete existing connection and set up one for a new system.

 

To set up connection fill in credentials  (for example AccountAbility requires only API key to be filled as user name), click Test connection  and Save the results.

Note: You will be allowed to save the connection only if connection test is passed.