Planfix
Overview
Section titled “Overview”The Planfix integration connects your Planfix account to Oneleet, syncing the employees of the account as user account assets. This lets Oneleet monitor who has access to your Planfix account.
What does Oneleet monitor?
Section titled “What does Oneleet monitor?”- Planfix employees (user accounts), including their role and whether they can sign in
To set up the Planfix integration, navigate to Integrations > Add integration > Planfix.
Oneleet connects with a Planfix REST API token and your account’s subdomain. Sign in as an account administrator.
- Copy your account’s subdomain, the part of your Planfix address before
.planfix.com. - In Planfix, open Account management → Access to API → REST API, select Create new token, enter a name, select user_readonly under Scope allowed, and save. Select Show and copy the token.
- Paste both values into the form in Oneleet and click Connect.