After you sign up for the Celigo platform, you can browse through different integration options or use tools and resources to create a flow for an integration.
(See Understanding Celigo Fundamentals for general information about flows and integrations.)
The following menu displays in the top right corner of your account.
If you have access to multiple accounts, you can choose another account to open. If you only have access to one account, you won't see this menu.
Click to find solutions to problems with the following Help options:
Help |
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Find articles with solutions to common issues, step-by-step guidance on how to use tools, and answers to frequently asked questions. |
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Post your integration questions, tips, and enhancement requests to share and learn from others. |
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See the release notes to find out about changes and new features. |
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Request assistance by submitting a ticket to our support team. |
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Become an integration expert with interactive online tutorials. Take the course Understanding Celigo Fundamentals to learn more about this topic. |
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The Celigo Connective shows you what's coming in future releases and enables you to submit your ideas to the Celigo product team. |
Note
Click the bell icon to see any unread notifications in your account.
Click the avatar at the upper right to access the ACCOUNT menu. It offers sections of the software that control account administration.
Account |
Description |
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Profile |
Access your profile information. |
Users |
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Subscription |
Review information related to your licensed production entitlements. |
Audit log |
Monitor all changes to your flows. |
Transfers |
Transfer integrations between accounts. |
Security |
Set up secure access using Single sign-on (SSO) or multifactor authentication (MFA). |
Data retention |
Check your data retention policy. |
Send feedback |
Suggest opportunities for integrator.io to better accommodate your business needs. |
Account owner name and email address |
Quickly identify the account owner name and email to resolve problems that require advanced permissions. |
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 takes you to various locations throughout integrator.io. You can use the collapse icon at the bottom of the left navigation menu to collapse the labels for the icons.
The integration dashboard shows you the status of every flow that ran for the last 30 days (or however long your data retention plan allows) . From here you can watch your flows run in real-time, review errors as they occur, and review your run times.
The Tools menu allows you to access Flow Builder and Data Loader.
Tools |
Description |
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Flow builder |
Create flows for an integration, most typically to export data from one application and import it into another. An example of a flow is exporting Order (and Buyer) data from eBay into NetSuite to fulfill the order and also to track sales. You can also use flows to create multiple exports, lookups, and imports that can be linked together. |
Data loader |
Upload a CSV file to a JSON application. |
Reports: |
Produce a list of all events that have run through one or more flows for a specified time period. |
Playground |
Use these tools to edit and test integration data in Advanced field editors (AFEs):
TipThe Playground editors 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. |
The Resources menu allows you to access shared and standalone integration components.
Resources |
Description |
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Connections |
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. In the Connections page, view all of the existing connections, or create a new one. You can also perform several actions on a resource from the Actions (...) menu at the end of a row. |
Imports |
Imports are used to insert data into an application. An example would be updating inventory data for items you sell on eBay. In the Imports page, view all of the existing imports, or create a new one. You can also perform several actions on an import from the Actions (...) menu at the end of a row. |
Exports |
Exports are used to extract or receive data from an application or system. An example would be exporting inventory data from NetSuite. In the Exports page, view all of the existing exports, or create a new one. You can also perform several actions on an export from the Actions (...) menu at the end of a row. |
Scripts |
Scripts written in JavaScript can be used to customize your integrations, by enabling you to implement hooks, filters, transforms, and more. In the Scripts page, view all of the existing scripts, or create a new one. You can also perform several actions on a script from the Actions (...) menu at the end of a row. |
Lookup caches |
Lookup caches are used to stored data such as field mappings or environment-specific variables for quick access. This resource is only shown if it is available in your subscription plan. In the Lookup caches page, view all of the existing lookup caches, or create a new one. You can also perform several actions on a lookup cache from the Actions (...) menu at the end of a row. |
Agents |
Agents are small applications that you can install on your computers to connect to data that is behind your firewall if you don't want to whitelist the Celigo integrator.io's IP addresses. You can use agents to access a database that is behind a firewall without whitelisting IP addresses. In the Agents page, view all of the existing agents, or create a new one. You can also perform several actions on an agent from the Actions (...) menu at the end of a row. |
iClients |
An iClient contains securely stored information, provided to you by a third-party application for OAuth 2.0 requests. Use an iClient when authenticating your HTTP connection with OAuth 2.0. You can use a single OAuth 2.0 iClient for multiple connections if they have the same provider. |
Stacks |
Stacks are simple server environments that can be implemented in any coding language and are always invoked via HTTP. You can store references to other servers in the stack, and integrator.io can invoke resources on servers you reference in the stack during runtime. |
APIs |
APIs are custom HTTP endpoints built directly in integrator.io. |
API tokens |
API tokens are required to access the Celigo integrator.io API, which can be used to perform CRUD operations on any resource in your account, or to synchronously get data in and out of any application that integrator.io can connect with. Get tokens to access the integrator.io API. |
Recycle bin |
Any resource you delete will be moved to the Recycle bin. After 30 days, any resource in the Recycle bin is automatically purged. Within 30 days, you can restore any of the items listed in Recycle bin, or purge them manually via Actions. |
Marketplace allows you to jump-start the integration process with Integration apps and templates.