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Connecting integrations
Connecting integrations
Written by Sara McCaskey
Updated over a week ago

You can integrate financial, sales, and HR apps to sync data with Surfboard. To add an integration, go to Settings under Admin tools and click on the Integrations tab at the top of the page.

Click the Connect button under the category of app you want to sync and select the app from the list. Follow the instructions on the screen to log in and connect your account.

Once an app is synced with your workspace, you can add data and charts from the app to your updates, meetings, and other posts.

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