Overview

Integrating with Folio is a game-changer. With this integration, you can effortlessly synchronize data, messages, and tasks between our software and Folio. Enjoy real-time updates, improved communication, and a more organized workflow.

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step:1 Access master Dashboard

With this integration, you can effortlessly synchronize data, messages, and tasks between our software and Folio. Enjoy real-time updates, improved communication, and a more organized workflow.

• Receive instant notifications in Folio whenever there's an update or action in Graphlo
• Effortlessly create, assign, and manage tasks in both platforms, ensuring nothing falls through the cracks.
• Keep all your data consistent and up to date, whether it's customer information, project details, or important messages.

Step 2: Generate integration token

With this integration, you can effortlessly synchronize data, messages, and tasks between our software and Folio. Enjoy real-time updates, improved communication, and a more organized workflow.

• In the Graphlo dashboard, navigate to the "Integrations" or "API Settings" section, usually located in the settings menu
• Locate the option to generate an integration token and follow the provided instructions.
• This token will serve as the authentication mechanism between your SaaS application and Graphlo.

Step 3: Map data fields

• After configuring the integration, you'll need to map the relevant data fields between your SaaS application and Graphlo.
• This mapping ensures that the data exchanged between the two platforms is correctly synchronized.
• Common data fields to map may include customer information, product details, orders, and inventory levels.