Client Integration

The Value column located on the Integration page contain the unique identifiers from each integration package. This field is populated when the import is done.

Note: Removing this Value will break the connection between the Client and the integration package.

This article details how to access the Integration page.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the Work menu items, click Clients.
4. From the Clients List page select the Client name to access the Client Edit page.

1. Upon the Client Edit page displaying, expand the Integration menu item.
2. From the available options, click Integration.
3. View the unique identifiers.