Ihub basic

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Page.If the integration was not yet activated, click Allow Access adjacent to the required integration to enable the integration.Click Open for the relevant integration. Setting Up AuthenticationiHub provides a flexible authentication mechanism based on the integrated application requirements for a one-time authentication setup process.All of the integration's security options are saved in Clarizen for a seamless workflow between Clarizen and the the 3rd-party integrated applications.Depending on the integrated application, Clarizen will use appropriate authentication methods to access resources of the integrated application. Available methods include:OAuth Single Sign On versions 1 and 2Oauth gives access to an external application with existing credentialsAuthentication to iHub is set up in the integrated application (such as Salesforce), management of sync and field mapping can occur in the iHub within Clarizen or from within the integrated applicationLogon Authentication where a username and password is required to access resources in their applicationTo define OAuth authentication:Access the integrated system as an Admin user (such as Salesforce).Enable the integration.Define the User.In Clarizen, open iHub as explained aboveNote: This may happen automatically depending on the integration type.Open the Authentication tab. Your 3rd-party credentials should appear on top.Define your Clarizen credentials. Click Add Clarizen credentials to add users allowed to use the integration.Note: At any time you can disable or delete users from the list by selecting the user(s) and clicking the relevant link below the list. Select a user and click Change credentials to change a user's login information.To define Logon authentication:In Clarizen, open iHub as explained aboveOpen the Authentication tab.Note: If this is the first time you are setting up the authentication, the screen will look like this:Under the integrated system section:Set your Company ID (if applicable)Enter your usernameEnter your passwordClick Login.Note: Use the Admin credentials of the integrated application.Under the Clarizen section, click Add Clarizen to add users allowed to use the integration.Note: At any time you can disable or delete users from the list by selecting the user(s) and clicking the relevant link below the list. Select a user and click Change credentials to change a user's login information.Mappings and Event TriggersAll of Clarizen's integrations are based on connecting (or mapping) objects and fields in Clarizen to objects and fields in the integrated system.Once the system is mapped properly and the objects and fields in the two system are connected, event triggers can be defined to create field-specific synchronization based on activity in one or both systems. For example, in an integration with Jira, a bug created in Jira can create a bug in Clarizen, and in an integration with Salesforce, a project can be automatically created in Clarizen once a lead lifecycle in Salesforce is marked done, etc.The initial setup of the integrated system in

The integrated system Item type filter - allows you to filter the information shown based on item typeSpecific Search capabilities based on the map name and / or identifier The Sync Registry data table includes information and action columns, including:Pending retry Icon - indicates pending synchronization processes, clicking the icon initiates an immediate sync attemptAction - allows you to quickly remove object mappings from the sync process Last sync DateSync StatusClarizen Item Type, Identifier, and Name - object names may be hyperlinked in order to allow you to access the actual Clarizen objectIntegrated system's Item Type, Identifier, and NameSync Registry ImportIf you have been using Clarizen and your third-party system (Salesforce, Jira, etc.) separately, and now want to integrate the systems, you can link existing objects using the Sync Registry import feature in the Sync Registry tab.To map objects, you will need the ID from either Clarizen and/or the third-party system, plus the Mapping Name.If you only have one of the IDs, iHub will search for, and find the missing ID. If not found, a new object will be created with a new object ID. To import mappings:Open the Sync Registry tab.Prepare the Excel file with the following details: Add the Id (for integrated system) and/or ClarizenId object IDs. Notes:For Jira, use the Jira keys for projects and issues, and username for user.For Salesforce, use the Object IDs (the 18 chars option). Shadowed objects, such as opportunity, cannot be imported.Clarizen uses the External IDs for all fields in the mapping.Save the file and click Sync Registry Import to import it into the system.Select the file and click Import.When the sync finishes, an Excel file will be available that includes a Result column that indicates success or an error message if the sync fails. An example of a sync error:SettingsThe Settings tab includes advanced options including the ability to refresh the integration metadata and to disable the entire synchronization process.Click Refresh metadata after adding a new field to either Clarizen or to the integrated system. The data structures and fields of the integrated system and Clarizen will be refreshed. After refreshing the metadata, a check mark appears on the button indicating that the metadata has been refreshed.N Click the Disable entire sync button to stop the entire sync process.Testing Jira or Salesforce IntegrationsWith the Test feature, you don't have to leave iHub. You can now trigger the event and check the resulting actions all from within iHub.Do all your testing in one app without moving between 3 apps (Jira/Salesforce - iHub - Clarizen).How it WorksIn iHub, a new Run Test button appears in the Mapping and Events tab. Click Run Test to define the test event.Click Run. A Results window displays