Create the Integration

Article Overview

The following article describes the Quick Setup tab and the Create the Integration section.

Quick Setup

(See Figure 1)

The quick setup includes three sections:

• Create the Integration (1)
• Assign Permissions (2)
• Update Page Layouts (3)

Figure 1: Quick Setup

Create the Integration

(See Figure 2 to Figure 8)

The first section requires you to input the following information:

• EasySend API Key
• Platform's Player URL
• Customer ID 

Figure 2: Quick Setup - Create the Integration

Important!

It is required to click the button to validate the Integration data.

Your platform's Player URL can be found after deploying and previewing a digital process to a selected environment.

Figure 3: Platform's Player URL

Next, add the platform's player URL to the remote site settings.

Remote Site Settings

Before clicking Apply, or if after clicking Apply, the following error appears:

Add the Platform's Player URL as a remote site. Perform the following steps:

Figure 4: Settings and Setup

1. Click the Settings icon (1).
2. Click Setup (2).

     Result:

     The Setup screen appears:

Figure 5: Setup Screen

3. In the quick find search bar, type - remote site (3)
4. Click Remote Site Settings (4)

     Result:

     The Remote Site Settings section appears:

Figure 6: New Remote Site

5. Click New Remote Site (5).

     Result:

     The Remote Site Settings section appears:

Figure 7: New Remote Site

6. Add a Remote Site Name (6) - for example, EasySend.
7. Add the Remote Site URL (7) - for example, https://player.easysend.app.
8. Click Save (8).

     Result:

     The URL is saved.

Your EasySend customer ID. The customer ID can be found in your EasySend environment.

                                              Figure 8: Customer ID

Important!

It is required to click the button to validate the Integration data.