After you sign up for integrator.io, you can browse through different integration options or use tools and resources to create a flow for an integration. See Introduction to integrator.io for general information about flows and integrations.
Note: This article applies to the current user interface (UI). The legacy UI (retired in August 2020) is described separately.
The following menu displays in the top right corner of your account.
Use this menu to switch between your Production environment or your Sandbox environment, review notifications, or view and modify your subscription details and profile.
Click the avatar icon to find your subscription details and profile information.
- If you are an account owner, you can click My account to see the activity of the users in your account and transfer ownership of your account to another account owner. For more information, see Manage accounts.
- If you are a user of another account, you can click My profile to modify your user information.
Note: The options you find in your account or profile vary based on your role and permissions. See Invite users to your account and manage their roles for more information.
The left navigation menu allows you to navigate to various locations throughout your integrator.io account. You can use the collapse icon at the bottom of the left navigation menu to collapse the labels for the icons.
Home: The homepage is where you will find your integration tiles and the navigation bar with all of the tools, resources, integration options, and Help Center articles.
- Flow Builder: Use this to create flows for an integration. Use flows to export data out of one application and import it into another application. An example of a flow is exporting Order (and Buyer) data from eBay into NetSuite to fulfill the order and also to track sales etc. You can also use flows to create multiple exports and imports that can be linked together.
- Data Loader: Upload a CSV file to a REST + JSON application.
Dev Playground: Use these tools to edit and test integration data in Advanced Field Editors, when you have Developer mode enabled. Note: These tools do not save any information to your integrations. Copy and paste the data you want to preserve in an integration field or an external file.
- URL Editor: Create and test URL templates against your raw data.
- HTTP Request Body: Create and test JSON or XML templates against your raw data.
- Merge Editor: Merge two objects (apply defaults to a record).
- CSV Parser: Convert comma separated values (CSV) into JSON.
- XML Parser: Convert XML to JSON according to a customized set of parse options.
- Transform Editor: Reshape a JSON object using simple extract/generate pairs.
- File-Definition Parser: Parse malformed data into readable JSON format by applying file definition structure.
- SQL Query Editor: Build SQL queries using handlebars templates and JSON sample data.
- Filter Editor: Test filter rules against incoming sample data.
Resources: The Resources menu allows you to access Exports, Imports, Connections, Scripts, Agents, Stacks, My APIs, API tokens, and the Recycle bin.
- Exports: See all of the exports you’ve already set up or create one. You can also perform certain actions like, edit or clone an export. Exports are used to extract or receive data from an application or system. An example would be exporting inventory data from NetSuite.
- Imports: See all of your imports or set up a new one. You can also perform certain actions like, edit or clone an import. Imports are used to insert data into an application. An example would be updating inventory data for items you sell on eBay.
- Connections: See all of the connections you’ve created or set up a new one. You can also perform certain actions like, edit or clone a connection. Connections are used to store credentials, along with other access information for an application or system. For example, the login credentials to access a NetSuite account would be stored here in a single connection.
- Scripts: You can create, view, or modify custom scripts for your integrations.
- Agents: You can use agents to access a database that is behind a firewall without whitelisting IP addresses.
- Stacks: You can set up and manage server environments to store various integration objects (scripts, hooks, wrappers, etc.).
- My APIs: Manage custom integrator.io HTTP endpoints.
- API tokens: Get tokens to access the integrator.io API.
- Recycle bin: Any resource you delete will be moved to the Recycle bin. Resources are things like, connections and exports. After 30 days, any resources in the Recycle bin will be deleted.
Support: Find solutions to problems with the following options:
- Submit a ticket: Request assistance by submitting a ticket to our support team.
- Help center: Find articles with solutions to your problems, guides for how to use tools, and answers to your questions.
- What’s new: See our release notes to find out about changes and new features.
- University: Become an integration expert with interactive online tutorials. For more information, see Celigo University.
See our community forum for more information on integrator.io.