The general process for safely connecting external services to FixTech yourself.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Open Integrations. Select the service you need.
- Obtain connection credentials. Create separate API access with only the permissions required.
- Enter and save the settings. Secret values must not be displayed in full after saving.
- Run a connection check. Use the built-in connection test or a safe test data exchange.
Check the result
The service card shows a clear status and check time, and errors do not reveal a password or token.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.