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Ways of Creating Integrations

There are three ways of creating integrations in Kombo:

1. For you in development: Using the Kombo Dashboard and entering the integration credentials yourself. This is the easiest way to get started if you want to test out Kombo.
2. For customers with a magic link: Creating a magic link and sending that to your customer to create the integration. This is the simplest way to launch integrations for selected customers (for example, as a POC).
3. For customers with Kombo embedded: Embedding Kombo into your application and allowing the customer to create the integration there. This will give your customer the best experience and is generally recommended when rolling out Kombo to your customers.

If you are testing Kombo or developing the integration to us, make sure to select the development environment in the top left corner. This will not count against your billing and will have useful features like saving the credentials that you entered and filling out some fields by default.

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Creating Integrations in the Dashboard

Go to the dashboard integrations page and click on the “Create Integration” button. Select Create the integration yourself.

Select a category and continue (if you use the development environment, the organization and email will be auto-filled). Select a tool that you have access to and enter the credentials. The flow will explain, in most cases, what you need to do to get the credentials out of the tool.

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Creating a magic link

Open the dashboard integrations page and click on the “Create Integration” button. Select Let your customer create the integration.

Select the category and fill out the organization name and email address. This data is only for you to identify who created the integration and will be used as a label in the dashboard.

Features that you can use with the embedded flow are:

• Pre-defining a tool
• Defining a language

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Embedding Kombo into your Application

Embedding Kombo in your application requires implementing the Kombo API into your product. Embedding Kombo allows you to provide a better experience to your customers and customize the connection flow the most.

Features that you can use with the embedded flow are:

• Pre-defining a tool
• Defining a language
• Specifying the remote_environment (for using sandbox credentials with some tools)
• Using a scope config template
• Setting the origin_id (id of the customer in your system)