Integration Guides

Step-by-step setup guides written from real integration work. Find what you need or let us know what's missing.

Troubleshooting

API Authentication Errors

Token expired, wrong permissions, OAuth refresh failures — common auth issues and fixes.

Clio

Clio API Authentication

Setting up OAuth 2.0 authentication for the Clio API, including scopes, tokens, and refresh handling.

Clio

Clio Contact and Matter Data Prep

Cleaning up contact and matter data before syncing for conflict checking and integration.

Clio

Clio Custom Actions Setup

Adding custom action buttons like Run Conflict Check to the Clio UI.

Clio

Clio Developer Account

Step-by-step instructions for setting up a Clio developer account and configuring API access for integration.

Troubleshooting

Common Webhook Issues

Webhook not firing, wrong payload format, timeouts, and retry behavior — how to diagnose.

HubSpot

Exporting Data from HubSpot

How to export contacts, deals, and companies from HubSpot for migration or audit.

Getting Started

How Our Integration Works

What to expect at each stage of an AcuCoders integration project — from discovery to managed service.

Getting Started

How to Test Your Integration

How to verify data is flowing correctly after your integration goes live.

HubSpot

HubSpot API Credentials

Overview of HubSpot credential types — private app tokens, OAuth, and deprecated API keys — and when to use each.

HubSpot

HubSpot Custom Properties

Creating custom contact, deal, and company properties needed for your integration.

HubSpot

HubSpot Private App Setup

Step-by-step instructions for creating a HubSpot private app and generating an access token for integration.

HubSpot

HubSpot Webhook Configuration

Setting up workflow-based webhooks in HubSpot to trigger events in our middleware.

Jobber

Jobber Developer Account

Step-by-step instructions for setting up a Jobber developer account and configuring API access for integration.

Jobber

Jobber GraphQL API Basics

Quick intro to Jobber's GraphQL API — what it does, how we use it, what data is available.

Real Estate

MLS Credential Request

How to request data feed credentials from your MLS board for integration.

Pipedrive

Pipedrive API Token

Step-by-step instructions for generating your Pipedrive API token for integration.

Pipedrive

Pipedrive Developer Sandbox

Setting up a Pipedrive sandbox environment for testing integrations before production.

Pipedrive

Pipedrive Webhook Setup

Configuring webhooks for deal, contact, and activity events in Pipedrive.

Getting Started

Requesting Changes

How to request modifications to your integration — what to send us, what to expect.

Real Estate

RESO Web API Setup

OAuth setup, endpoint configuration, and data dictionary for RESO Web API feeds.

Real Estate

RETS Connection Setup

Connecting to an MLS RETS server, exploring metadata, and pulling listing data.

RingCentral

RingCentral Call Recording Access

Enabling automatic call recording in RingCentral and granting API access to recording files.

RingCentral

RingCentral Developer Account

Setting up a RingCentral developer account and creating your first app for integration.

RingCentral

RingCentral Webhook Setup

How to configure RingCentral webhooks for real-time call events, voicemail, and telephony sessions.

Slack

Slack Incoming Webhook Setup

How to create a Slack incoming webhook so your integration can send messages to a specific channel. Takes about 2 minutes.

Getting Started

Understanding Your Dashboard

How to read your monitoring dashboard — what the statuses mean, how to spot issues.

General

What Is a Webhook?

A plain-language explanation of webhooks — what they are, how they work, and why they matter for connecting your business tools.

General

What Is an API?

A plain-language explanation of APIs — what they are, why they matter, and what it means for connecting your business software.

Getting Started

What We Need From You

General onboarding checklist — what to prepare before we start any integration project.

Xero

Xero API Setup

Step-by-step instructions for creating a Xero app and configuring OAuth 2.0 access for integration.

Xero

Xero Chart of Accounts Preparation

Setting up your chart of accounts for integration — which accounts map to which data.

Zoho CRM

Zoho CRM API Setup

Creating a Zoho CRM server-based application and generating OAuth tokens for integration.

Zoho CRM

Zoho CRM Webhook Setup

Configuring Zoho CRM workflow rules and webhooks to send real-time event data to your integration.

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