The Connectorly Platform
Get the apps your business relies on working together with no code.
By Laszlo and 1 other2 authors25 articles
- What is Connectorly?An Integration Platform as a Service (iPaaS) with a difference.
- What's new in this release?The Connectorly platform is continuously updated to introduce new features and fix bugs.
- How to create a Connectorly accountYour account gives you free trial access to all Connectorly products.
- Creating a new Connectorly subscriptionOnce logged in, you can quickly add a new Connectorly subscription and start using it straight away.
- How to share a Connectorly with someone elseInvite and share your Connectorlies with others so they can view or manage them, for example, to connect an app (like Xero)
- User roles and access levelsWhen you invite a user to a connection, they can have different permissions.
- Transferring ownership of a Connectorly SubscriptionYou can transfer the Subscription Owner role and change who is responsible for payment.
- How to pay for a Connectorly SubscriptionPaying with a credit card for your subscription
- How to Add New Connectors to Your Existing SubscriptionThis article explains how to add additional connectors to your existing Connectorly subscription, including the steps to upgrade your plan and apply volume discounts.
- How to setup or change payment detailsSetup or change the payment details for your connection.
- How to set or change billing detailsChange the billing details on your invoices
- How can I change my credit card details?Payment method changes
- Cancelling a SubscriptionYou can cancel a subscription any time in line with our Terms and Conditions.
- Password RecoveryIf you forget your password, here's how to reset it.
- How do I troubleshoot my Connectorly?Where can I find logs for my connector?
- How to rename my Connectorly?Manage your Connectorly account
- How to combine Connectorly dataConnectorly allows you to group different connections - even different Connectorly types - and bring data together.
- How Connectorly keeps your data safeDetails on the data we hold and how we secure it
- Sign-In Experience at ConnectorlyWe’ve updated the Connectorly sign-in experience to make accessing your account easier, faster, and more secure.
- How to enable two-factor authentication?It is important to keep you account safe. Use 2FA with your Connectorly account.
- How to reconnect an endpoint application (such as Xero or HubSpot) that has disconnectedOccasionally an application may disconnect - for example when the vendor makes changes - and you'll need to reconnect.
- What Are the RC Fields in the Connectorly Data Model?In the Connectorly data model, fields that include (RC) stand for Reporting Currency.
- How to Change the Reporting Currency in ConnectorlyYou can change the reporting currency directly in the Connectorly Portal.
- How to Delete Your Connectorly AccountIf you would like to permanently delete your Connectorly account, you can do this directly from your account settings.
- How to remove a connector from your subscriptionYou can remove a connector any time from your subscription in line with our Terms and Conditions.