Obtaining your Vincere details
To integrate Vincere with your CallSwitch One account, you will first need to contact Vincere at support@vincere.io to request an API key and Client ID. You will need to provide Vincere a redirect URL that will be linked to your customer dashboard login address.
The format for this address will be: https://www.[dashboardID].callswitchone.com/oauth/vincere
Further details can be found in your Vincere account by:
- Clicking the Settings cog in the bottom left-hand corner
- Selecting the Marketplace page
- Viewing the API tab
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Installing the Integration
Once Vincere has provided your API Key and Client ID, return to your CallSwitch One dashboard and start the installation process via dashboard under Account > Integrations.
Click Install Integration in the top right hand corner, and select Vincere from the list of available integrations.
A form will be presented allowing you to enter the required details:
- Client ID Enter the Client ID Vincere provided to you
- API Key Enter the API Key vincere provided to you
- Vincere URL This is the URL of your Vincere account, for example https://myaccount.vincere.io
- Source You can choose to use either the Contacts or the Candidates from your Vincere account as the source of the integration and connected phonebook
- If you require both sources, first complete the integration process with Candidates selected, then repeat the process - but ensure you select Contacts the second time.
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Click the Continue at Vincere button to be presented with the Vincere login form.
- Enter your account details and click Sign In to be redirected back to your CallSwitch One account to select the phonebook options and complete the installation.
- Your Vincere and CallSwitch One accounts are now connected.