Connection
Connecting various applications within your organization is pivotal for fostering seamless collaboration and optimizing workflow efficiency. Getint offers a user-friendly platform made to simplify the integration process between diverse applications like Jira, ServiceNow, Azure DevOps, and Asana. This comprehensive guide will walk you through each step to establish robust connections effortlessly, ensuring smooth operations and enhanced productivity across your organization. Let's dive in!
User Account Requirements
To initiate the integration process, you'll need user accounts in both systems you plan to integrate. We highly recommend using a dedicated service account with administrative privileges. This ensures all integration functions can execute smoothly, enabling Getint to perform a wide range of actions effectively. While administrative access is preferred, the essential requirement is that the user account possesses the necessary permissions to create, update, and manage projects, types, and fields within the applications.
Role of the Service Account
The Service Account plays a pivotal role in facilitating integration operations. Here's what it entails:
Getint operates under the Service Account to execute various actions, including task creation and updates across integrated platforms.
Comments generated by Getint will be attributed to the Service Account, with clear indications of the original author in the comment footer. This practice fosters transparency and preserves context in communication threads
Providing Connection Details
To kickstart the integration process, specific details are required:
URL of the Instance: This refers to the web address where your application, such as Jira or ServiceNow, is hosted.
Username: Enter the username associated with the Service Account in the application.
Password/Token: Depending on the application, you may need to provide either a password or an API token for authentication.
By providing these details, Getint seamlessly connects your applications, mediating between two entities that would otherwise operate independently. It ensures smooth communication and data exchange, enabling your team to collaborate effectively across platforms and enhance productivity.
Now, let's connect with each application, generating its tokens:
Jira (Jira Software, and Jira Service Management)
Jira offers Cloud, Server, and Data Center options for integration. You may generate a Personal Access Token differently depending on the option.
Jira Cloud:
It is required to use a Personal Access Token for integration:
Log in to your Atlassian account and visit Atlassian Account Settings.
Go to Security and select “Personal API Token”.
Click on 'Create API token' and provide a label for your token to identify it.
Click 'Create' to generate the token.
Copy the token and ensure to store it securely in a safe location.
This API token will work as the authentication mechanism for connecting Jira Cloud with Getint, enabling seamless integration and data synchronization between the two platforms.
Connecting Jira Data Center/Server
Differently from the cloud, the Data Center will not require a Token but can work with an email and password. If Chosen to use the Token, leave the “email” option blank in the Getint platform:
Log in to your Jira Data Center instance.
Click on the Avatar on the top right of the screen.
Select “Profile” and then “Personal Access Tokens”.
Click on “Create Token”, provide a name for your Token, and select if this Token will expire and when.
Copy the token and ensure to store it securely in a safe location.
Jira Service Management
Jira also has the Jira Service Management option, for service tasks and projects. This can also be integrated and will use a Personal Token as a Password:
Log in to your Jira instance.
Click on the Avatar on the top right of the screen.
Select “Profile” and then “Personal Access Tokens”.
Click on “Create Token”, provide a name for your Token, and select if this Token will expire and when.
Copy the token and ensure to store it securely in a safe location.
Connect as you would do for a Jira Cloud, Server, or Data Center, depending on your type of access.
The permission level of personal access tokens in the Data Center is set to the level of access you currently have.
Asana
Generating an Asana Token:
Log in to your Asana account.
Click on your profile picture and go to 'My Profile Settings'.
Select the 'Apps' tab, and under 'App Integrations', click 'Manage Developer Apps'.
Click '+ New Access Token', provide a description, and create the token.
Copy and securely store the token.
Airtable
TTo ensure seamless synchronization with Airtable, it's crucial to incorporate a "Last Modified Time" column within the table designated for synchronization with other applications. Follow these steps to set it up if it's not already visible:
Click on the "+" button on the table's right side.
Select "Last Modified Time" from the options provided.
Enter "Last Modified Time" in the name field.
Click on the "Create Field" button to finalize the setup.
Then, let's create the Access Token:
Click on your profile icon and navigate to the 'Account' section.
Choose the 'Developer Hub' subsection, then select “Personal Access Tokens”.
Press the “Create New Token” button.
Name your token and select the appropriate scopes.
Specify which team the token would give access to.
Press create and ensure to store it securely in a safe location.
Azure DevOps
If you want to integrate Azure DevOps (ADO) with your Server or Cloud, you must provide a token with the necessary permissions. Follow the steps below to generate a token:
Log in to your Azure DevOps organization.
Open User Settings from the profile menu.
Select Personal Access Tokens from the left sidebar.
Click “New Token” and enter a name for the token.
Set the expiration for the token and select the appropriate scopes:
Work Items - Read & Write
Project and Team - Read & Write
Graph - read (graph permission is necessary to ensure accurate user data retrieval)
Click Create, then copy and securely store the generated token. This token will authenticate and authorize Getint to access your Azure DevOps organization.
When configuring the Azure DevOps connection details in Getint, provide the generated token as the password.
ClickUp
To connect with the ClickUp app user must provide a personal API token in the API TOKEN field. Every ClickUp user, whether a team member or guest, has the power to create their token with ease. Here's how you can do it:
Log in to ClickUp.
If you're using ClickUp 2.0, simply click on your avatar at the lower-left corner and select "Apps." For ClickUp 3.0 users, click on your avatar in the upper-right corner, then choose "Settings" and scroll down to click on "Apps" in the sidebar.
Look for the "API Token" section, and with just a click on "Generate," your token is created.
Now, feel free to copy and paste your unique API token wherever you need it for seamless integration and authentication.
Freshdesk
Ensure seamless synchronization of your Freshdesk tickets, calls, and other crucial details with these simple steps:
Log in to your Freshdesk account.
Click on your profile picture located on the top right corner and select 'Profile Settings.'
In the sidebar on the right, locate the 'View API key' button. Click on it to access the API key and complete the captcha verification when prompted.
Copy the API key provided.
Paste this API key to authenticate your Getint integration.
Remember, if needed, you can reset the API Key to deauthorize an app from connecting to your helpdesk. However, note that doing so will also disconnect all other apps using this key. You'll need to provide the new key to these apps to resume their usage.
Gitlab
Generating a GitLab Token:
GitLab offers a comprehensive platform for version control, collaboration, and continuous integration. You can generate a Personal Access Token to enable integration with other applications:
Log in to your GitLab account.
Go to 'User Settings' and select 'Access Tokens'.
Choose a name, an expiration date, and the desired scopes for the token.
Click 'Create personal access token', then copy and securely store the token
Github
Like other platforms, you can generate a Personal Access Token in GitHub to facilitate integration with external tools and platforms. However, the app is now offering a beta version that can also be used:
Generating a GitHub Token (Classic):
Log in to your GitHub account.
Go to 'Settings', then 'Developer settings'.
Select 'Personal access tokens' and select the 'Generate new token'. On the dropdown menu select “Generate new Token (Classic)”.
On the screen that will appear, provide a name for your Token, select the scopes like the example below, and save:
Copy and securely store the token.
Generating a GitHub Token (Beta):
Log in to your GitHub account.
Go to 'Settings', then 'Developer settings'.
Select ‘Personal Access Tokens', then go to 'Fine-grained personal access Tokens'.
Click on Generate New Token. Choose a name for your Token, set the expiration date, Repository access, and provide the necessary access permissions in the dropdown list.
Hubspot
To connect with the HubSpot app, the user must provide an API token from a Private App. Only API Tokens are supported at the moment. To create a Private App:
Log in to your HubSpot account, and click on your initials in the top right corner.
Select “Profile and Preferences” and then navigate to Integrations > Private Apps.
Click ‘Create a Private App’.
On the Basic Info tab, provide a name for your App and then select Scopes:
After you're done configuring your app, click 'Create app' on the top right.
Salesforce
To connect with Salesforce, users must grant an API token to Getint via the OAuth authentication method. This token is securely stored in a dedicated Getint database and is used exclusively by that user. Follow the steps below to create a new connection between Getint and your Salesforce instance:
In the Getint app, select “Salesforce” and " Create a connection.”
Type in your Salesforce instance URL in the URL field. (This URL usually ends with my.salesforce.com or lightning.force.com)
Name your connection and click on the "Authorize Getint" button. This will redirect you to the Salesforce login page.
Once authorized, a confirmation message will appear, prompting you to click "Add" to create a connection. Click the “Add” button to proceed.
Select the connection you just created and press connect. Continue your integration setup following the guide provided for Jira Salesforce integration.
Salesforce offers different editions such as Enterprise, Unlimited, Performance, Developer, Group, Essentials, and Professional. The API is enabled by default in the Enterprise, Unlimited, Performance, and Developer editions. However, the Group, Essentials, and Professional Customers do not have API enabled by default. If you encounter any issues or cannot find the option for API, please check with the Help and Training Community or send us a message at support@getint.io.
ServiceNow
Integration involves providing connection details like instance URLs and credentials or API tokens to enable seamless communication with other applications. The ServiceNow will require the creation of a special user, as shown on Creating a ServiceNow User for Getint Integration instance to be properly set up, and to follow the guide Setting Up Your ServiceNow Developer Instance.
Setup ServiceNow Connection
Click CONNECT APP, and then click ServiceNow.
Input the URL of your ServiceNow instance you want to connect to, and click “Next”.
In the next screen, provide the name for the connection, username, and password for the ServiceNow account.
Click “Add” to set up the connection.
Trello
Trello is part of the Atlassian environment. Being linked to your Atlassian, the user creating the connection must have access to the project and admin permissions to enable the connection.
In the Getint app, select “Trello” and 'Create a new connection”
Name your connections and select “Authorize GetInt” review the permissions, and accept.
Select the project that you want to sync and select ‘Connect’
Choose the connection you just created and press connect. Continue your integration setup following the guide provided for Jira Trello integration.
Wrike
Generating a Wrike Token:
Log in to your Wrike account.
Click on your initials on the top right of the page, select 'Apps & Integrations', then go to 'API'.
On the API tab, add a name for your Token in the “App Name” field and click “Create New”.
Scroll down to the bottom of the page and under “Permanent Access Token,” select “Create Token”.
Add your Wrike password and click on “Obtain token”. Then select “Copy Token”.
Zendesk
Connecting with Zendesk requires creating the API access, which can be controlled in the Admin Center.
Access your Zendesk instance with Admin credentials. Select the four squares icon and choose ‘Admin Center’.
Navigate to ‘Apps and integrations' and select 'Zendesk API’.
Enable ‘Token Access’ by toggling the switch on the right, then click 'Add API Token'.
Create a name for your token, copy it, and select “Save”.
Follow the complete guide on integrating Jira with Zendesk to continue setting up your integration.
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