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rrussell

rrussell

rrussell@eccovia.com

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  • ClientTrack

Single Sign On (SSO)

Published June 27th, 2023 by rrussell

Introduction ClientTrack enables external Single Sign-on (SSO) providers (i.e. Azure Active Directory) to be configured so that organizations using an SSO provider can provide a convenient way for users to sign in to ClientTrack without the need to maintain a ClientTrack Username and Password. Organizations may also find it beneficial to manage user

2101 Views 3 min

ClientTrack API Usage Page

Published July 28th, 2023 by rrussell

This article will show you how to navigate to the ClientTrack API Usage page to view the number of API requests for your ClientTrack Environment over a configurable period.  The ClientTrack API (https://apidoc.eccovia.com/) enables you to interact with your ClientTrack database programmatically. You can view usage data by following the below steps:

1426 Views 1 min

Guide for ClientTrack Integration Tools

Published July 15th, 2024 by rrussell

ClientTrack Integration Tools & Features ClientTrack has several tools & features that support integration with external apps. Use this guide to learn more about when and why to use them.  ClientTrack API https://apidoc.eccovia.com Description A RESTful API that supports read/write/delete/execute operations for a ClientTrack database.    Cal

1171 Views 3 min

ClientTrack User Containers for programmatic access to exported files (transfer files to external SFTP, endpoint, cloud storage, etc.)

Published August 11th, 2023 by rrussell

Introduction ClientTrack enables users to create their own cloud storage container to temporarily store files that they export and make them easily accessible to an external app with webhooks and API access. These features enable users without API development skills to set up automatic ‘flows’ in a no-code tool like Microsoft Power Automate (MPA) to

1928 Views 4 min

2-Step Verification

Published May 5th, 2023 by rrussell

Introduction ClientTrack allows standard users who are not using a separate Single Sign-On (SSO) provider to use 2-step verification (2SV), sometimes referred to as two-factor authentication (2FA) or multi-factor authentication (MFA), for increased security. The feature is enabled by default for all environments and an Admin user can disable the fea

3899 Views 2 min

Managing API Keys and Webhooks to integrate ClientTrack and Onfleet

Published September 27th, 2023 by rrussell

Creating and Managing API Keys and Webhooks to integrate ClientTrack and Onfleet The ClientTrack and Onfleet applications require some setup to integrate, including generation of API keys, generation of Webhook URLs, and creation/configuration of keys in each application.  The below sections will show you how to create new keys and configure the app

1460 Views 4 min

ClientTrack Form Designer - API Plug-ins

Published December 18th, 2023 by rrussell

Introduction The ClientTrack Form Design toolset includes two plug-ins that enable designers to connect ClientTrack with external APIs. These plug-ins are designed to work with REST APIs but may work with any API that uses HTTP requests.  They are commonly used on ClientTrack forms so that a ClientTrack User's action (e.g., clicking a button or navi

1564 Views 13 min
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