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