Integration Portal Integration Overview

Summary

This document is an overview of the main page on SyncEzy's integration portal, integrations.syncezy.com. If you have any queries, please write to support@syncezy.com

All Integrations

In the All Integrations page, you can view all of our integrations, their pricing and select the integration you need. It is essentially a catalog for you to choose from. Click on Subscribe when you choose the integration. You can also use the search bar to look for the integration you want. Clicking on the blue question mark will give you a guided tour of the page.

My Integrations

In the My Integrations page, you can view the integrations you have subscribed to.

In the Active tab, the apps that are toggled on and have both accounts connected will be displayed.

In the Inactive tab, the apps that you have subscribed to but not connected your accounts will be displayed.

Click on the Details tab of the integration you are subscribed to to view more details.

If the Active tab is empty, you will see a button to subscribe and that will take you to the All Integrations page.

Security

The Security tab will allow to edit many details related to your account and to toggle security related settings on your account.

Enable 2FA

Toggling this option will enable Two Factor Authentication when logging into your account

Once you enable it, you will be prompted if you want to enable MFA. Click Yes if you wish to proceed.

Once you click yes, you will be directed to the Authentication screen. Click on "Authenticator App" to proceed with the linking to your chosen Authenticator app.

You will then be redirected to a screen with a QR code and asking you for a one-time password. Scan the QR code or enter the key in your preferred authenticator app and enter the one time password. Click Authenticate and your Two Factor Authentication should now be live in your account.

Timezone

You can choose your preferred timezone from this dropdown.

Change Password/Confirm Password

These textboxes are to change your login password to the portal.

Display Name

Change your preferred display name here.

First Name and Last Name

Change your First Name and Last Name associated with your integration here.

Email

This field is not editable. It displays the email you used to sign up to the integration portal.

Phone Number

Change the Phone Number associated with your integration here.

Currency Code

This field is not editable. It displays the currency with which the integrations will be listed in. Contact SyncEzy support if you need this changed.

Contact Us

SyncEzy has four phone numbers you can dial.

AUS: +61 2 9136 9448

NZ: +64 9 303 2999

UK: +44 203 670 1109

US: +1 720 500 9302

Email Us

You can choose to email Sales, Support or Billing for any queries you might have.

Book a meeting

You can book a meeting with our Support team or Sales team on the right hand pane.

My Account

This section includes details about your user profile, billing details and adding team members.

My Profile

These fields are non-editable. You can find the Name, Email, Country, Phone Number and User Type associated with your account.

Billing

Please note only the Owner and the user with "Account" access can access the billing tab. You can find all of your invoices billed to SyncEzy on this page. The table shows the status, amount, invoice number. You can also download the invoice or email it to the email address associated to the SyncEzy account.

Please note : If you need to change billing details please contact us through one of the support channel mentioned at the end of this page.

Company

To invite a co-worker to manage/view the integration or billing, follow the instructions given below.

Please note: All existing account owners who already have users added to their account will also be required to create a company (if not already created) in order to make any changes or add/remove co-workers.

Creating a Company (For First-Time only, if the company has already been created then please jump to 6th step )

If you're adding a co-worker for the first time, you need to create a company first.
Follow the instructions provided in the guided screenshot to create your company
Click on "Create Company."
Enter the your company name.
Click on the "Save" button to create the company.
Once the company is created, a new Company tab will appear in the "My Account" section.
Navigate to the company tab.
Look for the option to invite co-workers to join your company account.

Please note that only the Owner of the account can add a co-worker and make the changes under the "Company" tab.

An Owner of the account can add multiple team members to integrations with different permissions. The list of users who have been invited and accepted will show up here.

Click on Invite Co-worker to add a team member.

There are four types of users you can add. Permissions can be found in the table below.

Invite additional users to your integration account by filling in the Name, Email and User Type fields prompted.

Please note that once an invite is sent, invitees will be required to accept the invite and setup their account. For security reasons, the invite will expire after seven days.

Change access of an existing user

An Owner of the account can change the access of an existing user by clicking on the "Pencil Icon" button.

Transfer of Ownership of Company

If you wish to transfer ownership of your company to an existing user, simply follow the process outlined in the above section. Changing the role of the designated user to "Owner" will designate them as the new owner, while automatically transitioning you to an APP Admin role. Subsequently, the new Owner can log in with their credentials and, if necessary, remove you from the account in the event of your departure from the company.

Alternatively, if you prefer to transfer ownership to a new user, initiate the process by inviting them as an APP Admin (refer to step 8 above). Once the invitation is accepted and the user is added, modify their role to "Owner." This action will automatically transition your role to APP Admin, and the newly appointed Owner can log in with their credentials. In the event of your departure from the company, they can then remove you from the account.

Deactivate an existing user

An Owner of the account can remove an existing user by clicking on the "Delete" button.

Have a support question?

We offer three support channels:

Chat - Live Chat (24x5 support) from within your integration portal.

Phone - # 1 for Support

AUS: +61 2 9136 9448