Managing Integrations #
Propel allows users to connect and manage third-party integrations through their individual account settings.
To view or manage integrations, navigate to:
My Account → Integrations
Viewing Connected Integrations #
The Integrations tab displays all third-party services that are currently connected to your Propel account.
This provides a centralized location to review the tools and systems that are actively sharing information with Propel.
Connecting an Integration #
To connect a new integration:
- Navigate to My Account → Integrations
- Select the integration you wish to connect
- Follow the authorization prompts
- Grant the required permissions
- Confirm the connection
Once connected, the integration will appear in your list of active integrations.
Disconnecting an Integration #
If you no longer wish to use a connected integration:
- Navigate to My Account → Integrations
- Locate the integration you want to remove
- Select Disconnect
- Confirm the action
Once disconnected, Propel will stop syncing information with that service.
Why Use Integrations? #
Integrations help streamline workflows by connecting Propel with the tools your organization already uses.
Depending on the integration, benefits may include:
- Reducing duplicate data entry
- Improving visibility across systems
- Automating information updates
- Creating a more connected operating environment
- Simplifying reporting and performance tracking
Best Practices #
- Periodically review connected integrations to ensure they remain relevant.
- Remove integrations that are no longer being used.
- Confirm appropriate permissions are granted during setup.
- Work with your company administrator if an integration impacts multiple users or company-wide processes.
- Test new integrations after setup to verify information is syncing as expected.
Keeping integrations current and properly configured helps ensure data remains accurate and workflows remain efficient across your organization.