Getting Started with Connex Desktop

Getting Started with Connex Desktop: Add a New Integration

How to add a connection to your Connex account

Getting Started with Connex Desktop: Add a new integration

 

Add a new integration steps

1. Click in the Selling Channel field and choose from the list the integrate you wish to setup. Notice that once selected, a handy instructions guide will appear on screen with integration-specific instructions.

Add a new connection QBD

 

2. Click read instructions to launch the integration-specific guide.

  Integration Instructions

In case you missed it or closed the pop-up by mistake, don't worry: you can find all integration help guides by clicking here.

Now that Connex is paired with the chosen integration, the next step is to pair Connex with QuickBooks via the Web Connector.

🔷 Next: Pair the Web Connector (Step 3)

 

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