Navigate the Celigo platform, integrator․io

Tom Santiago

Updated January 29, 2026 17:54

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 Fundamental Celigo platform integration concepts for general information about flows and integrations.

Account management

The Account management toolbar displays at the top-right of your screen. It includes a theme picker, help menu, account notifications, and account profile menu. If you have access to multiple accounts, you can choose another account to open. If you have access to only one account, you won’t see this menu. You can also switch between Production and Sandbox environments for any account you select.

No additional environments or accounts

Additional environments and accounts

The following system settings are available:

Click the theme picker (sun icon) to switch to dark mode or set the theme to match your system settings.

Click Notifications (bell icon) to review important notifications about your account.

Help menu

Click to find solutions to problems with the following Help options:

Help	Description
Help center	Find articles with solutions to common issues, step-by-step guidance on how to use tools, and answers to frequently asked questions.
Community	Post your integration questions, tips, and enhancement requests to share and learn from others.
What’s new	See the release notes to find out about changes and new features.
Submit ticket	Request assistance by submitting a ticket to our support team.
Celigo U	Watch online classes to learn how to better use the Celigo platform.
Product feedback	See what’s coming in future releases and submit your ideas to the Celigo product team.

Account profile

Click the avatar at the upper right to access the Account menu. It offers sections of the software that control account administration.

Account	Description
Profile	Access your profile information.
Users	View your authorized users.
Subscription	Review information related to your license 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.
Company settings	Set the company name and other global settings for the Celigo platform
Environments	Manage and create sandbox, developer, QA, or other environments.
API settings	Enter your subdomain and manage other API settings
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.

Left navigation menu

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. Each option in the navigation menu is listed below.

Home

The homepage is where you will find your integrations.

Dashboard

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.

Build

The Build menu allows you to access options for building flows and APIs.

Tools	Description
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.
API builder	Create APIs in a visual, low-code interface.
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	Edit and test integration data in Advanced field editors (AFEs): CSV parser helper – Convert comma-separated values (CSV) into JSON XML parser helper – Convert XML to JSON according to custom parse options Form builder – Provide a form definition in JSON and an optional JavaScript initialization function Handlebars editor – Create and test JSON or XML templates against your raw data SQL query builder – Construct SQL queries using handlebars templates and JSON sample data Filter editor – Test filter rules against incoming sample data JavaScript editor – Run JavaScript safely in the secure Celigo JavaScript runtime environment Transform editor – Reshape a JSON object using simple extract-generate pairs Tip The 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.

Resources

The Resources menu allows you to access shared and standalone integration components.

Resources	Description
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 your own. You can also perform several actions on a resource from the Actions (...) menu at the end of a row.
Imports	Imports 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 one. You can also perform several actions on an import from the Actions overflow (...) 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 add a new one. You can also perform several actions on an export from the Actions overflow (...) menu at the end of a row.
EDI profiles	(For accounts with B2B Manager subscriptions only.) Define the configuration of EDI documents exchanged between your company and your trading partners.
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 write one. You can also perform several actions on a script from the Actions overflow (...) menu at the end of a row.
Lookup caches	(For accounts with included subscriptions only.) 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 another. You can also perform several actions on a lookup cache from the Actions overflow (...) menu at the end of a row.
On-premise agents	These 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 platform’s IP addresses. You can integrate through agents to access a database that is behind a firewall without whitelisting IP addresses. In the On-premise agents page, view all of the existing agents, or create one. You can also perform several actions on an agent from the Actions overflow (...) 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. Manage custom integrator.io HTTP endpoints.
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 the Celigo platform can connect with. Get tokens to access the integrator.io API.
Templates Integration apps	(For accounts with Marketplace publishing permissions). Prepare your custom prebuilt integrations for other consumers.
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 anytime via Actions.

Marketplace

Marketplace allows you to jump-start the integration process with Integration apps and templates.

University

Celigo U enables you to become an integration expert with interactive online tutorials. Take the course Understanding Celigo Fundamentals to learn more about this topic.