Integrator.io allows you to connect your business applications and transfer data between those applications automatically. As businesses grow and expand, this is needed to reduce errors.
The best thing about integrator.io is that it is a simple platform that anyone could use. Throughout this module, we will be walking through the different parts of integrator.io, including how to monitor your integrations, build flows and use the data loader to import data into an application.
The Celigo Integrator.io interface looks like the following
Home : The main area of integrator.io, this is the first page that you will see when you login. The Home page is where you will be able to access and monitor all of your integrations. It will also give you a snapshot of the errors of your integrations and how many flows are running per integration.
Dashboard : The Account Dashboard allows you to view all currently running and completed flows in the account. This option is only available after you upgrade your environment to Error Management 2.0
Tools : The Tools menu allows you to access Flow Builder and Data Loader
- Flow Builder : Visually create flows for an integration, most typically to export data from one application and import it into another. An example of a flow is exporting Order data from Shopify into NetSuite to fulfill the order and also to track sales. You can also use flows to create multiple exports, lookups, and imports that can be linked together.
- Data Loader : Upload a CSV file to a REST + JSON application.
- Reports: Produce a list of all events that have run through one or more flows for a specified time period.
Resources : It allows you to access shared and standalone integration components.
- Exports : Here you can see all the exports you’ve already set up or create one. You can also perform certain actions like, edit or clone an export. Exports are used to extract or receive data from an application or system. An example would be exporting inventory data from NetSuite.
- Imports : Here you can see all the imports or set up a new one. You can also perform certain actions like, edit or clone an import. Imports are used to insert data into an application. An example would be updating inventory data for items you sell on eBay.
- Connections : Here you can see all the connections you’ve created or set up a new one. You can also perform certain actions like, edit or clone a connection. Connections are used to store credentials, along with other access information for an application or system. For example, the login credentials to access a NetSuite account would be stored here in a single connection.
- Scripts : You can create, view, or modify custom scripts for your integrations.
- Agents : You can use agents to access a database that is behind a firewall without whitelisting IP addresses.
- Stacks : You can set up and manage server environments to store various integration objects (scripts, hooks, wrappers, etc.).
- My APIs : Manage custom integrator.io HTTP endpoints.
- API tokens : Get tokens to access the integrator.io API.
- Templates : Publish your self-authored Quick start integration templates.
- Integration apps : Maintain and publish your custom integration apps. view licenses and install base.
- Recycle bin : Any resource you delete will be moved to the Recycle bin. Resources are things like, connections and exports. After 30 days, any resources in the Recycle bin will be deleted.
Help : Find solutions to problems with the following options:
- Help center : Find articles with solutions to your problems, guides for how to use tools, and answers to your questions.
- What’s new : See our release notes to find out about changes and new features.
- Submit ticket : Request assistance by submitting a ticket to our support team.
My Account : The account section of integrator.io allows you to manage the logistics of your account including integration subscriptions and the access levels of users on your account. An Account Owner/Administrator will be able to see the Users, Subscriptions, Profile, Audit log, Transfers, Security etc in their My Account Section
Market Place : The Marketplace is where you can get a running start on your integrations by finding integration apps and customizable integration templates.
Flows and integrations
A flow is a stream of data between two or more systems or applications. The data is exported from one or more systems, processed via user-defined settings in integrator.io and then imported into other systems.
An integration consists of one or more flows set up to achieve your needs for modifying and moving data between systems. An integration can include many components that allow applications to interact and transfer data between databases. For example, you may need an integration if you want to input customer data from one application to another, or if you want to update inventory information in two individual applications.
