Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Integrations Overview

  • Updated:

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 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.

 

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


Search icon.

 

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.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.