Integrations Overview

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The Integrations tab allows users with permissions to the Integration Hub to view and add integrations. To access the Integration Hub for your organization navigate to: http://integrations.civicplus.com/[orgname]/admin (replace [orgname] with the name of your organization).

Permissions

Organization Owners have full access to the Integration Hub. Groups can be assigned permissions. Learn more on our Assign Permissions to Groups article.

Features

Users can search, view columns, apply filters, adjust pages, and create a new integration on the Integrations tab.

Integrations option in the left-hand navigation menu.

Create New Integration

Users can create new integrations by selecting the + New Integration button at the top of the Integrations listing screen.

New integration button.

Users will then be brought to the New Integration card screen where they can choose to add a Simple, Advanced, or Template integration.

Integration types.

  • Simple integrations have a single trigger and action and should be used when you want to sync data.

  • Advanced integrations include a single trigger with as many actions and conditionals as you choose.

  • Template integrations can be used for quick and easy setup of commonly requested integrations between CivicPlus products.

Search

On the Integrations screen, select the Search icon and type keywords into the search bar. Results will populate automatically.

Search icon and search bar.

View Columns

Click on the View Columns icon and select which columns you would like to display.

Show columns.

Filter Table

Select the Filter Table icon to sort by date Updated, User, Status, and Type.

Filter table.

Pages

Standard paging functionality can display 10, 25, 50, or 100 rows per page.

Number of rows per page.