Introduction
This guide explains how to obtain authentication details from Akero, as well as installing an Akero Connector.
Setup & Authentication
Overview
Your customer’s setup:
- Obtain a Shared Token and their Account ID from Akero.
- Provide both values when installing the Akero Connector.
Remote Setup in Akero – performed by your customer
Your customer should go to their Akero account and obtain a “Shared Token” API Key and their Account ID.
Cyclr Connector Installation
When installing the Akero Connector, the following values are required:
| Value | Description |
|---|---|
| API Key | A “Shared Token” API Key associated with the Akero account. |
| Account ID | The Account ID of the Akero account. |
Additional Information
Create Leads custom object category
The Leads Method Category should be copied to work with a specific Akero Form. This enables Cyclr to retrieve the fields of the form automatically.
When copying the Method Category, Cyclr provides a dropdown showing the Forms found in the Akero account.
From the Edit Connector page:
- Under the Methods and Fields heading, open the Leads Category.
- Select the
Copy Category button.
- In the popup, use the Object dropdown to select from the available Forms in the Akero account.
- Select Copy.
A new Leads Category containing a Create Lead Method for the selected Form is created as shown in the screenshot below. Opening that Method will show the standard and Custom Fields available to map to.
