Getting Started With Spectora Connection

A checklist to connect your Spectora Instance with your Attik company instance.

Written By Christopher Scott

Last updated 8 months ago

To create a solid link between these 2 programs, there’s a setup process that requires syncing a good amount of information so data flows between the 2 programs smoothly. A Spectora API key is required.

  1. Connect your Spectora Account Spectora Integration Setup Guide

  2. Sync your staff Sync Your Staff With The Spectora Integration

  3. Sync your services Linking Your Spectora Services In Attik

  4. Add contact roles and link them to Spectora’s contact slots. Contact Roles And Their Connection To Services

  5. Sync your Custom Fields (Called Required Info Fields in Attik)

    1. Required Info Fields (Custom Fields)

    2. Linking Required Info Fields to Spectora

  6. Set up your Spectora webhooks to start transferring data. Adding Webhooks To Spectora To Push Data To Attik

After completing these items, the link is complete. The data will start flowing from Spectora to Attik over time. We can also push historical data, as well, by request. Reach out to info@attik.ai to migrate historical data.