Alegra (target)
Last updated
Last updated
Click the red gear to show your Plugs. Choose the one you want to use and click “Continue.” You may also create a new one under “Create a connection.”
Choose the action you want to execute. This will show a data template with the fields you can log into your record within Alegra.
Fill in the data template with the corresponding fields from the previously-imported test record. Make sure you fill the required fields, marked with a red asterisk. Click “Map” when you’re done.
Make sure your target app is active (the ON/OFF button in the top-right corner). Then, click “Save.”
Remember to turn on your integration in the “Gears” menu before closing GearPlug!
