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.
URL Prefix: Sets what the URL starts with. (e.g. app, stagenext)
Instance Name: The name of your SaaSOptics project/instance/company
API Token: SaaSOptics API Token
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!