| REQUIRED USER ROLE Administrator |
Link and configure external platforms to Gladly.
- Click
on the top left corner of the screen. - Click Settings.
- Under the App Developer Tools category, click Apps. The Apps page will show you a list of your current integrations, both active and inactive.
- Click Add App.
- From the list, select which app you’d like to configure.
- Depending on the app you selected, setup instructions are found on the list of integrations partners.
- Integrations not built and maintained by Gladly may not be available to be added directly in the UI or can only be added through the custom setup.
on the top left corner of the screen.Visit Integration Partners List to learn who built and maintains an integration and information on how to connect the app to Gladly.
See Transaction Cards to learn how Customer data from other apps are shown in Gladly.
See Custom Lookup Adaptor to learn about building your own Lookup Adaptor.
Add multiple instances of the same app using Transaction Cards #
If you have multiple instances of apps like Shopify, you’d probably want to have those instances linked to Gladly so you can display relevant Customer information from each instance. Suppose you have Shopify North America and Shopify Europe; you can have each instance shown in its own ORDER card.
Adding new Transaction Cards or new Transaction Types requires Professional Services assistance. Contact Gladly Support if you have questions.
