This quick guide will walk you through connecting your Loopify and Tradable Bits accounts for a seamless data transfer.
Before you begin, ensure that you have access to both your Tradable Bits and Loopify accounts.
You will begin in your Loopify account before moving on to complete the set up in your Tradable Bits account!
Loopify Side:
1. Log in to your Loopify account and navigate from your dashboard to Settings>Developer, to begin creating your API credentials
Click into Developer from the modal that appears
2. Click on Manage API Clients
3. Create new API client. You can name it anything you would like. Be sure to check the box Create the first refresh token (login is required) in order to get your refresh token
Be sure to securely keep a copy of:
- Client name
- Client ID
- Refresh Token (this will only be displayed once)
You will need these to complete the set up on the Tradable Bits side.
That's all for the Loopify side! You can now head to your Tradable Bits account to complete the set up.
Tradable Bits Side:
1. Login in to your Tradable Bits account and click on your account details in the top right corner
2. Select Integrations from the dropdown menu
3. Select Outgoing Integrations from the menu on the left
4. Select Loopify from the dropdown menu
5. Input the Client ID, Client Name and Refresh Token that you saved in the last Loopify step
6. Click into the Manage Sources tab to select the source type and values that you want pushed. Click add
7. Test your integration to ensure proper connection
That's all! If you have further questions, please reach out to your Customer Success Manager or contact support@tradablebits.com