Managing your integrations

As an administrator, you can enable or disable integrations that connect with your Showpad organization. This article explains the Integrations tab in the Admin Settings. 

The options you see here depend on the plan you are on. We'll give a brief overview of the following integrations and refer to additional resources. 

• API
• CRM
• SharePoint
• Marketo
• Cloud Storage
• Webhooks
• Microsoft Office
• Google Slides

See how it looks

See how it's done

API 

The API tab refers to anything related to the Showpad API. As a developer or if you're part of the IT team, you can use these tools to access Showpad data and functionality, such as creating, editing, and deleting files and users. It shows

• API Explorer to try out Showpad API calls.
• Manage OAuth Clients to handle OAuth Access tokens.
• API Tokens to interact with other apps.

API Explorer

The API Explorer opens a new window directly on the References section in our Developer Portal. Here, you can select an API version, explore all its endpoints (including their parameters), and test your API calls.

Note: To test your API calls, you'll need to provide your Showpad subdomain and API token. For more information, please refer to this article on our Developer Portal. 

Manage OAuth Clients

OAuth is a standard that apps can use to provide client applications with secure access. It works over HTTPS and authorizes devices, APIs, servers, and applications with access tokens rather than credentials.

To add a new client, click the + icon.

Fill in the form and include:

• Name: We recommend a clear name for the OAuth client so it's easy to find.
• Redirect URL: The callback URL.
• Description: Provide a summary of the integration.
• Website: This is for context purposes only. It doesn't affect the functioning of the OAuth client.
• Your preferred refresh and lifetime options.

Client-side:

• Showpad URL: Your Showpad domain (https://OrganizationName.showpad.biz)
• Client ID: Generated after completing the form in Showpad.
• Client Secret: Generated after completing the form in Showpad.

Once created, your Client ID is displayed. You can view or copy your Secret by clicking on the buttons.

Note: For more technical information, please refer to this article on our Developer Portal. 

API Tokens

You can generate a new API token by providing a name and an expiry date.

CRM 

The CRM tab allows you to set up integrations with Salesforce, MS Dynamics, and C4C.

You can also connect a CRM outside of our standard, out of the box options, using our custom CRM connector. Read more about how to configure a CRM integration with a custom CRM Connector on the Developer Portal.

SharePoint 

Use SharePoint Online as your single source of truth for managing your content. We created a guide on how to set it up in your environment.

Marketo 

The Marketo integration passes powerful insights around shared content and content views to one of the leading marketing automation platforms. You can learn how to configure it in this article.

Cloud Storage 

In this tab, you can set up Box, Dropbox, or Google Drive as your content source.

Webhooks 

Webhooks allow the automation of custom platform actions. You can see how to configure the available webhooks in this article.

Microsoft Office 

In this tab, you can enable or disable your integration with Microsoft Office.

Learn how to configure it in this article.

Google Slides 

Users can personalize Google Slides that Marketing admins provide. They're saved in their personal My Files locations. You can enable or disable this integration here. The setup process is done on the user's side. Learn more about how it works here.