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Maxio (SaaSOptics) Integration Overview
Maxio (SaaSOptics) Integration Overview

Learn how to connect to Maxio to QuotaPath

Updated over 11 months ago

QuotaPath's integration with Maxio allows you to easily import data from the SaaSOptics API to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.

If you are looking to import data from Maxio using the Chargify API, please visit this article instead.

Integration Requirements

Before connecting Maxio to your QuotaPath workspace, you'll need to obtain the below information.

  1. URL Prefix: Sets what the URL starts with. (e.g. app, stagenext)

  2. Instance Name: The name of your SaaSOptics project/instance/company

  3. API Token: SaaSOptics API Token

    1. When logged in to Maxio, go to the Admin page in the left hand navigation. From there, click API Tokens, and then click 'Generate API Token'.

Once you have the above information, you're ready to connect Maxio to your QuotaPath workspace!

Supported Objects

QuotaPath supports the ability to import the following objects from the SaaSOptics API:

  • Contract

  • Customer

  • Invoice

  • Item

  • Sales Order

  • Transaction

How to connect Maxio

To connect Maxio to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Maxio (SaaSOptics) integration card and click ‘Connect’.

Integration Source Form

Enter the above information into the integration source form shown below and click 'Submit' when complete.

After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.

Sync Schedule

At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Maxio (SaaSOptics) integration card on the 'Integrations' page to trigger a manual sync.

Objects

Next, select the objects that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!

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