How to connect SOLO to RepCard - Integration How to connect SOLO to RepCard - Integration

How to connect SOLO to RepCard - Integration

Please refer to the video and instructions below that explains how to integrate your SOLO account with RepCard. 

 

Get Your SOLO API Key:

Once logged in as the Admin -

Step 1:  Open the left-hand menu and scroll to the bottom under “Company”

Step 2:  Select “Integrations”  towards the bottom

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Step 3:  On the Integration page, click “API Keys” 

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Step 4:  Click on the turquoise “Generate new API key”  button 

Step 5:  New API Key will popup, highlight, and copy the new API key. Input this key into the SOLO connector in your RepCard settings. 

 

Set up the Integration in RepCard

  1. Access Settings: Log in to your RepCard dashboard and click on Settings in the left-hand menu.

  2. Navigate to Connectors: Select Integration/Connectors and then click the blue Connectors button.

  3. Add the Connector: Click on Add Connector and select Solo as the Connector Type.

  4. Enter Your Solo Data: Once selected, an alert will appear reminding you to have your specific Solo data ready. You will need to input the following:

    • API Key

    • Company ID

    • User Email

  5. Finalize: After entering these details, click Save (or "Save Details") to complete the integration.