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How to Enable a Beta Integration

A step by step guide to enable beta integrations from the Customer Dashboard

Updated over a week ago

💡Beta Features must be enabled in the tenant in order to access Beta Integrations. Please reference How to Enable Beta Integrations for assistance.

1. Confirm you are logged into the Customer Dashboard

2. Confirm Beta Feature Access is enabled

3. Navigate to the Workshop Tab

4. Click "Integrations"

5. Find the Integration you would like to connect to - Click "Add"

6. Follow the authentication process required for selected integration

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