Integration Guides

Setup guides from
real integration work

Step-by-step setup guides written from real integration work. Find what you need or let us know what's missing.

34

Step-by-step guides

12

Platforms & topics

All guides

Every guide, A to Z

Troubleshooting

API Authentication Errors

Token expired, wrong permissions, OAuth refresh failures — common auth issues and fixes.

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Clio

Clio API Authentication

Setting up OAuth 2.0 authentication for the Clio API, including scopes, tokens, and refresh handling.

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Clio

Clio Contact and Matter Data Prep

Cleaning up contact and matter data before syncing for conflict checking and integration.

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Clio

Clio Custom Actions Setup

Adding custom action buttons like Run Conflict Check to the Clio UI.

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Clio

Clio Developer Account

Step-by-step instructions for setting up a Clio developer account and configuring API access for integration.

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Troubleshooting

Common Webhook Issues

Webhook not firing, wrong payload format, timeouts, and retry behavior — how to diagnose.

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HubSpot

Exporting Data from HubSpot

How to export contacts, deals, and companies from HubSpot for migration or audit.

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Getting Started

How Our Integration Works

What to expect at each stage of an AcuCoders integration project — from discovery to managed service.

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Slack

How to Create a Slack Incoming Webhook URL

Step-by-step guide to create a Slack incoming webhook URL, connect it to a channel, test it with curl, and use it safely.

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Real Estate

How to Request MLS Data Feed Credentials

How to request MLS data feed, RETS, or RESO Web API credentials from your MLS board for real estate integrations.

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Getting Started

How to Test Your Integration

How to verify data is flowing correctly after your integration goes live.

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HubSpot

HubSpot API Credentials: Private Apps, OAuth, and API Keys

Which HubSpot API credentials to use now: private app tokens, OAuth 2.0, and what replaced deprecated HubSpot API keys.

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HubSpot

HubSpot Custom Properties for Integrations

How to create HubSpot custom contact, deal, and company properties for external IDs, sync status, and integration fields.

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HubSpot

HubSpot Private App Setup

Step-by-step instructions for creating a HubSpot private app and generating an access token for integration.

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HubSpot

HubSpot Webhooks: Workflow Setup, Payloads, Testing and Troubleshooting

How to set up HubSpot webhooks with workflows and app subscriptions: payloads, authentication, retries, testing and troubleshooting.

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Jobber

Jobber Developer Account

Step-by-step instructions for setting up a Jobber developer account and configuring API access for integration.

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Jobber

Jobber GraphQL API Basics

Quick intro to Jobber's GraphQL API — what it does, how we use it, what data is available.

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Pipedrive

Pipedrive API Token

Step-by-step instructions for generating your Pipedrive API token for integration.

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Pipedrive

Pipedrive Sandbox Test Environment Setup

How to create and use a Pipedrive developer sandbox for integration testing, API credentials, test data, and production rollout.

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Pipedrive

Pipedrive Webhooks: Setup, Payloads, Testing and Troubleshooting

Configuring Pipedrive webhooks for deal, person and activity events: v2 payloads, retries, testing and troubleshooting.

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Getting Started

Requesting Changes

How to request modifications to your integration — what to send us, what to expect.

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Real Estate

RESO Web API Setup

OAuth setup, endpoint configuration, and data dictionary for RESO Web API feeds.

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Real Estate

RETS Connection Setup

Connecting to an MLS RETS server, exploring metadata, and pulling listing data.

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RingCentral

RingCentral Call Recording Access

Enabling automatic call recording in RingCentral and granting API access to recording files.

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RingCentral

RingCentral Developer Account

Setting up a RingCentral developer account and creating your first app for integration.

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RingCentral

RingCentral Webhooks: Setup, Payloads, Renewal and Troubleshooting

How RingCentral webhooks work for call events, voicemail and telephony sessions: subscriptions, payloads, renewal and troubleshooting for CRM integrations.

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Getting Started

Understanding Your Dashboard

How to read your monitoring dashboard — what the statuses mean, how to spot issues.

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General

What Is a Webhook?

A plain-language explanation of webhooks — what they are, how they work, and why they matter for connecting your business tools.

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General

What Is an API?

A plain-language explanation of APIs — what they are, why they matter, and what it means for connecting your business software.

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Getting Started

What We Need From You

General onboarding checklist — what to prepare before we start any integration project.

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Xero

Xero API Setup for Integrations

Step-by-step instructions for creating a Xero developer app, configuring OAuth 2.0, copying credentials, and authorizing integration access.

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Xero

Xero Chart of Accounts Preparation

Setting up your chart of accounts for integration — which accounts map to which data.

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Zoho CRM

Zoho CRM API Setup for Integrations

How to create a Zoho CRM server-based app, configure OAuth scopes, generate credentials, and avoid common token and data center issues.

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Zoho CRM

Zoho CRM Webhooks: Setup, Payloads, Limits and Troubleshooting

Configuring Zoho CRM webhooks and workflow rules to send real-time record events to your integration, with payloads, limits and troubleshooting.

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