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Getting started with the Syncly HighQ Integration Hub

Luke Paul

Getting started with the Syncly HighQ Integration Hub

                                               

Prerequisites.

  • HighQ System admin required for app configuration
  • If connecting to external system, admin required for app configuration (iManage NRT for example)

 

Log in to your HighQ account > click on the profile icon in the top right-hand corner > system admin.

Go to system settings on the left hand scroll and then search for DMS Integration Hub > toggle this to enabled and then save.

Then we go back to system admin > group admin, here you will see 4 integration hub groups – please add all required admins to the Integration Hub System Admins group and save.

Picture 1.png

 

For all other group descriptions, please read the “introduction to the Syncly HighQ Integration Hub” document

 

Back to system admin > API application registration > Add a new Application and name it “Syncly” for both the Application name and Display name > view the secret key and copy this for safekeeping to paste later. Please also ensure that the “Show Allow/Deny screen” tickbox is unticked and save this.

Take note of your new applications client ID (first row, in our example this is 130) and remember your previous copied secret key. 
 

Picture 2.png
 

 

Back to system admin > Integrations wait for the screen to load and you will see a HighQ connector that is not active and unauthorised > click the 3 dots to the right and side of this connector and then edit.

Please name the connector, enter your recently created applications client ID and secret key, then update this connector.

Picture 3.png

Once updated, again click on the more actions 3 dots and authorise the connector.

Once authorised you can then login by clicking the “Go to HighQ Integration Hub” button circled below – which is also now available from the profile icon dropdown.

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Once logged in you will be in the Syncly Portal

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Click on the connectors tab on the left-hand side, where you will be able to choose from the available connectors – remember, you need to undertake the configuration on the connector side BEFORE authorising the connector in Syncly, otherwise it will error.

For information on how to configure specific connectors, please visit https://support.syncly.io/hc/en-gb/categories/5638187643551-HighQ-Integration-Hub

 

 

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