Quickstart integrations templates include all of the components necessary to integrate two or more applications, such as connections, exports, imports, flows, and data mappings. With any integrator.io license, you can install any quickstart template and modify it to fit your integration requirements.
Before installing the template
If the template has a Read me, check it for installation requirements. It's on the template's preview page.
Be prepared to provide the applications’ sign-in credentials, such as:
- OAuth tokens
- API keys
- Base URLs
Note: If you’re using a quickstart template to integrate a NetSuite account with another app, you must also install the Celigo Integrator bundle. See Additional NetSuite template requirements.
Find your template
Note: Ora-guided templates, whose tiles show an Ora badge, aren't installed with the install wizard. To install an Ora-guided template, select Install on its tile, not on the preview page. For the steps, see Install an Ora-guided template in Celigo Ora overview.
- Go to Marketplace
.
- Under By type, select Templates.
- Under By application, select the applications you want to integrate.
For more ways to filter and sort, see Find a listing in the Marketplace in Jump-start integrations with templates and apps.
Install the template
- On the template's tile, select Preview. The preview page lists the flows, integrations, connections, imports, and exports the template creates in your account.
- Select Install now, then follow the install wizard. The steps vary by template, so follow the template's documentation to complete the installation.
When the installation finishes, the Setup page opens.
Configure the template
Next, set up the connection to each app using your account credentials.
- Select Configure to open the connection to an endpoint.
- Enter any required connection settings such as your username and password. Select Test or Validate to test your connection.
- Select Save.
- Repeat steps 1 – 3 to configure the remaining connections on the Setup page.
After you configure the connections, review the template's Read me, if it has one, for prerequisites and other settings.
Additional NetSuite template requirements
Important: Before continuing, sign in to your NetSuite account to enable SuiteTalk (Web Services) and SuiteScript.
When integrating an app with NetSuite, you must also install the Celigo Integration bundle. (The ID for each bundle will differ based on the quickstart template that you choose to install.) During setup, integrator.io detects the required bundle and prompts you to install it.
- On the Setup page, select Click to install to add the NetSuite bundle to your account.
- Your NetSuite sign-in page opens in a new browser window. Enter your credentials, then select Install.
- The installation process could take a while. Once the Celigo Integrator bundle is successfully installed in your NetSuite account, switch back to the browser window with your integrator.io account.
- Finally, select Verify now.