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