24.09.2022
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How to Connect Simla as Data Destination

How to Connect Simla as Data Destination

The integration will allow you to create new orders or tasks in Simla based on data from other systems. For example, you can transfer orders from your website, landing page, or Google Sheets to Simla and process them in one place. If part of your team works in the task manager, and the other part in Simla, then simply duplicate the tasks in Simla so that all employees are aware of the tasks that are currently being worked on. This will allow you to effectively automate work processes and save time for employees.

Let's go through the entire Simla setup steps together!

Navigation:
1. What will integration with Simla do?
2. How to connect the Simla account to ApiX-Drive?
3. How can set up data transfer in Simla in the selected action?
4. An example of the data that will be sent to your Simla.
5. Auto-update and update interval.

Once you've set up a Data Source system, such as Google Sheets, you can set up Simla as a Data Destination.

To do this, click "Start configuring Data Destination".

How to Connect Simla as Data Destination | Go to setup the Data Destination

Select the system as Data Destination. In this case, Simla must be specified.

How to Connect Simla as Data Destination | System selection

Next, you need to specify the action - "Create TASK".

How to Connect Simla as Data Destination | Action selection

- Create TASK - new orders will be created in your Simla.

- Create ORDER - new tasks will be created in your Simla.

The next step is to select the Simla account from which will get the data.

If there are no accounts connected to the system, click "Connect account".

How to Connect Simla as Data Destination | Account connection

Fill in the field with the appropriate data, where:

The API domain is the domain name of your Simla, without the extra "/" characters at the end.

API Key - located in your Simla account.

After filling in, click "Continue" and reload the page, if necessary.

Important! For each store in Simla, you will need to set up a separate integration with Simla, as each store must have its own API key.

How to Connect Simla as Data Destination | Connection setup

Go to your Simla account in Settings, then to the "Integration" tab, and select "API access keys". Then click "Add".

How to Connect Simla as Data Destination | Navigating to Simla Settings

In the "Access Type" field, select the desired store for which the API key will be generated.

Also, give all permissions to the action in the API, then save the settings.

Now you can copy the API key and paste it into the corresponding field in the ApiX-Drive system.

How to Connect Simla as Data Destination | Creating a Simla API Key

Select your Simla account from the list if it is not automatically selected and click Continue.

How to Connect Simla as Data Destination | Account selection

Now you need to assign variables from the Data Source to the Simla fields you need.

In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the drop-down list. If necessary, you can write the data manually.

Click "Continue" when you're done with assigning field.

How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields
How to Connect Simla as Data Destination | Assigning Fields

Now you can see the test data.

To check the correctness of the settings - click "Send test data to Simla" and go to your Simla to check the result.

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

How to Connect Simla as Data Destination | Data Test
How to Connect Simla as Data Destination | Data Test
How to Connect Simla as Data Destination | Data Test

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

How to Connect Simla as Data Destination | Transition to enable auto-update

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

How to Connect Simla as Data Destination | Update interval
How to Connect Simla as Data Destination | Update Priority

To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.

How to Connect Simla as Data Destination | Enable auto-update

This completes the setup of ActiveCampaign as a Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!