Quick start tutorial
- Arild Fylling (Unlicensed)
- Nathan Bray (Unlicensed)
In this section we will quickly take you through the main steps to set up a new integration on Canvas.
We will create simple workflow to transfer HR data, using a dummy API.
The screenshots and examples may be slightly different for the applications that you wish to integrate, but in general the steps will be the same whether you are integrating HR, ERP, CRM, eCommerce, BI or a wide range of other applications.
Note that integrations should ideally be set up on separate accounts for each client, and not on your own account.
If you are a Canvas Partner, we will give you admin privileges and a full overview of all your clients' accounts. This article explains how you can manage a client account, and set up integrations for them.
We strongly recommend that you turn on two-factor authentication for your own account and any client accounts, as shown here.
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