Crayon
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
Below are the steps to setup Crayon Integrations from Work 365:
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.
- Go back to connector >> Click on 'Verify Connectivity'
This will confirm if the connector is working
![](https://files.readme.io/d8f7ff5-image.png)
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
Updated 8 months ago