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Integrations and CSV upload

Integrations connect the systems your operation already runs. Connect uses a managed portal for many connectors, plus a CSV upload path for file imports. Path: /integrations

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Connect an integration

  1. Open Integrations at the bottom of the sidebar.
  2. Review Connected integrations and Available integrations.
  3. Choose an available integration (/integrations/connect/:integrationType).
  4. Complete the provider sign-in / consent screens in the portal modal.
  5. Confirm it appears under Connected when you return.
You typically need admin permission to manage integrations.

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Upload a CSV

  1. From Integrations, open Upload file → /integrations/upload-csv.
  2. Drop or select a CSV file.
  3. Choose the upload type, watch progress, and confirm success.
  4. Review Recent uploads in the drawer if you need prior imports.
Catalogue-level narrative: Native integrations.