Prerequisites

Before getting started, please reach out to your Concludis customer support with the following email:

Hi XYZ,

We would like to set up an integration with XYZ to automate reading jobs and creating applications within Concludis. We were told to reach out to you to gain access to the global API.

Could you go ahead and grant us access to the global API, and let us know our "Instance ID" once you're done with it?

If there are any questions, please let us know.

Thanks in advance!

Best,

Setup

Once you have received your "Instance ID" from Concludis, you can proceed to the connection flow and fill it.

1. Fill in your "Instance ID" and "Company Name", and click on "Set up integration":
   
   You can find your company name on every project in your Concludis instance: