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Updating an Integration 

Because most systems periodically require login credentials to change on a rotating basis (e.g. every quarter password changed) you may have to update your Cartwheel Integration periodically. If necessary, we provide a quick way to make any updates. The steps to update may vary depending on the provider.

 

To update provider credentials:

  1. Follow the steps to navigate to your available Integrations.
  2. Click the ‘Update Credentials’  button inside the your providers display card (e.g. Paidiem).
  3. A pop up will display to input the required connection credentials.
  4. Enter all credentials and click the ‘Update’ button.
  5. Upon update the status of the provider will continue to display as ‘Connected’