Summary
This SOP outlines the steps for setting up and using the Smart Assistant Pro and Mail Sync plugins from Tent Apps. It details how to obtain necessary integration keys, configure settings, and perform manual syncs for contact data.
Overview
- Upload the Smart Assistant Pro and Mail Sync plugins to your Tent Apps site.
- Navigate to the plugin menu on your site.
- Locate the private integration key and location ID:
- For the location ID, check the URL after the backslash ‘location’ and write down the code.
- For the private integration key, go to Smart Assistant Pro.
- Create a new integration by clicking on 'create new integration'.
- Provide a name for your integration (e.g., “Smart Pro”).
- Select the scopes needed, specifically search for and select 'view contacts' and 'edit contacts'.
- Click on 'create' to generate the integration key and copy it.
- Return to the Tent Apps plugin settings and paste the integration key into the designated field.
- Click on 'Save' to store the configuration.
- The sync will run automatically at midnight daily, but you can also conduct a manual sync by clicking on 'manual sync'.
- Verify that the sync is completed and check back in Smart Assistant Pro to see the newly created contacts.
Original Transcript
Hey, how's it going here's a video to show how to use our new smarts and pro-and-mails poet sync plugins? So, we have the plugin uploaded to our site here, and we're going under this menu item, and we see we need two- You items here, we need the private integration key, and we need the location ID. So, to find those, we'll go over to Smart Assistant Pro. . . . And so, to get the location ID, we're going to look in this top URL, and right after backslash location, we're going to call . . . . that code, that key. We're going to put that in the location ID. And then we're going to look for private integrations. We're going to click on create new integration. I'll give you the name. I'll just say smarts. Pro. If your name is whatever you want. I'll just call. . That. Click on next. And then we select scopes, so I'm gonna search for contact. That's it. I'm gonna click view contacts. And also edit contacts. And then we'll click on create. Great. That'll give us the key. We'll go and copy that. Then we will go back to our plugin here. Here. Paste that in there, and click on Save. And then that will, uhh, it'll re- run once a day at midnight, but also being click on this manual sync. I'm gonna do that. That's it. Okay, and now that sync is done, we can see it created two contacts. back to you. So let me go back over to Smarset Pro, refresh. You can see that it brought over those two contacts. Okay. So that's pretty much it. You
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