The Work 365 Crayon Integration enables Crayon portal, data, such as subscriptions, agreements to have a bi-directional sync with Work 365.

Prerequisites

There are three main steps in setting up the integration with Crayon and Work 365

Step 1: Create the Integration user with the right permissions

Step 2: Collect the Integration information for the settings required in Work 365

Step 3: Creating the Provider Connection and entering the settings acquired in Step 2

Go to Work 365, “Administration” in the bottom-left menu. Next click on “Admin Hub” in the left menu.

Under “Configuration” at the top of the screen, click on the “Integrations” tab.
Look for Crayon under Provider Integrations section and click on Create

User will be redirected to Crayon integration page complete the details on the form as given below:

Field	Setting Value
Name	Can identify Crayon
Environment	Select Production. This setting has no effect and is reserved for future use.
Username	Username for Crayon CloudiQ portal
Password	Password for Crayon CloudiQ portal
Reconfirm password	Retype the password as confirmation
Endpoint URL	https://api.crayon.com/
Application ID	Generate from Crayon CloudiQ, under API Management
Application Secret	FrGenerate from Crayon CloudiQ, under API Management

Save the connector
Go to Integrations and look for the Crayon provider integration added in above step, click on the gear icon and select edit

Provider Settings	Values
Organization	This value will automatically populate
Country Code	Choose Country Code (i.e United Stated)
Currency Code	Choose Currency applicable to Crayon

Click on Save.

This will confirm if the connector is working

👍
Crayon Integration is complete in Work 365

Sync Provider Accounts

'Sync Provider Accounts' will run the background job and sync the customer accounts from Crayon to tenant