It is never too late to set up an integration - even after your platform is live. However, there are a few things to be cautious of, so keep reading to hear our best recommendations.
Get started
Before you begin the setup, it is recommended that you watch the video at the top of this article to understand how an integration is configured. After this, you should be considerate of the following:
To prevent unwanted communication, disable new learning emails and activation emails if they are currently enabled.
Pause Circle automations to avoid users from being accidentally added to an incorrect Journey in case your data is remapped.
Before getting started, it is also recommend aligning on what you want your integration to achieve and reviewing the different settings accordingly.
Begin the setup by including a small test group of 3–5 people before rolling it out to your entire organization. This allows you to check whether their job profile, department, and permissions are correct. If they are not, we can remap the fields for you.
The integration goes live as soon as it is set up.
Remember to follow all the blue links to get directed to the place in our help center that talks about the topic you need.
Quick tip💡 If you already have an active integration, it must be paused before you proceed.
If needed, you can also be provided with a test platform to test how your user data will look on a platform where no content is live. Reach out to our support to discuss this further.