Configuring the First Resonance ION Integration
Last updated: September 12, 2024
Get Your API Keys
Follow the instructions in the First Resonance ION manual to get your API credentials: https://manual.firstresonance.io/api/api-keys
Configure Custom Attributes in ION
Navigate to Settings > Organization within your ION account
Create the following custom attributes
Data Model | Attribute Name | Type | Notes |
Parts | Cofactr ID | String | Only required if Sync Parts to ION settings is enabled in integration |
Custom Properties Setup
🛑 Before You Enable the Integration
Before you enable the ION integration in Cofactr, you will need Custom Properties configured within your Cofactr account for Vendor No and GL Account. Do not enable the integration until these custom properties are showing up here: https://platform.cofactr.com/properties/custom-properties
Enable the Integration
Navigate to the Integrations App in Cofactr
Select the First Resonance ION integration
You will need to provide the clientId and clientSecret from the first step.
Written by Matthew Haber