Integration Setup Guide

Requirements

• Intuit Developer Account
• QuickBooks Company Account

Setup Steps

1. Go to the Intuit Developer Portal
2. Sign in with your Intuit account
3. Create a new app or select an existing one
4. Navigate to the "Keys" section
5. Copy the Client ID and Client Secret
6. Add your redirect URI: https://yourdomain.com/api/integrations/quickbooks/oauth/callback
7. Save the configuration in Astralis

Troubleshooting

• Ensure your app is in "Development" mode for testing
• Verify the redirect URI matches exactly
• Check that your QuickBooks company is not in sandbox mode

Requirements

• Xero Developer Account
• Xero Organisation

Setup Steps

1. Visit the Xero Developer Portal
2. Sign in with your Xero account
3. Click "New App" to create a new application
4. Fill in app details (name, company URL, redirect URI)
5. Set redirect URI: https://yourdomain.com/api/integrations/xero/oauth/callback
6. Copy the Client ID and Client Secret from the app settings
7. Configure the integration in Astralis

Troubleshooting

• Xero requires HTTPS for redirect URIs in production
• Ensure your Xero organisation is not in demo mode
• Check that the redirect URI is URL-encoded if needed

Requirements

• HubSpot Account
• HubSpot Developer Account

Setup Steps

1. Go to HubSpot Developer Account
2. Navigate to "Apps" and click "Create App"
3. Fill in basic app information
4. Under the "Auth" tab, find Client ID and Client Secret
5. Add redirect URL: https://yourdomain.com/api/integrations/hubspot/oauth/callback
6. Configure required scopes (contacts, companies, deals)
7. Save the integration settings in Astralis

Troubleshooting

• HubSpot requires specific scopes for different data access
• Ensure your HubSpot account has the necessary permissions
• Check that the app is published in HubSpot

Requirements

• Salesforce Account
• Admin Access to Setup

Setup Steps

1. Log into Salesforce and go to Setup
2. Navigate to "Apps > App Manager"
3. Click "New Connected App"
4. Fill in basic information (name, email, etc.)
5. Enable OAuth Settings and set callback URL
6. Set callback URL: https://yourdomain.com/api/integrations/salesforce/oauth/callback
7. Add required scopes (api, refresh_token, offline_access)
8. Copy Consumer Key (Client ID) and Consumer Secret
9. Configure in Astralis

Troubleshooting

• Salesforce has different URLs for sandbox vs production
• Ensure the connected app is active
• Check that the user has appropriate permissions

Requirements

• Slack Workspace
• Admin permissions

Setup Steps

1. Go to Slack API Apps page
2. Click "Create New App" and choose "From scratch"
3. Enter app name and select workspace
4. Navigate to "OAuth & Permissions"
5. Add redirect URL: https://yourdomain.com/api/integrations/slack/oauth/callback
6. Configure bot token scopes as needed
7. Copy Client ID and Client Secret from Basic Information
8. Install the app to your workspace

Troubleshooting

• Slack requires the app to be installed to the workspace
• Ensure bot token scopes match your needs
• Check that the redirect URI is correct

Requirements

• Google Cloud Project
• Gmail Account

Setup Steps

1. Go to Google Cloud Console
2. Create a new project or select existing
3. Enable the Gmail API
4. Go to "Credentials" and create OAuth 2.0 credentials
5. Set application type to "Web application"
6. Add authorized redirect URI: https://yourdomain.com/api/integrations/gmail/oauth/callback
7. Copy Client ID and Client Secret
8. Configure scopes for Gmail access

Troubleshooting

• Google requires app verification for production use
• Ensure the OAuth consent screen is configured
• Check that the Gmail API is enabled

Requirements

• Azure AD Account
• Microsoft 365 Subscription

Setup Steps

1. Go to Azure Portal and navigate to Azure Active Directory
2. Go to "App registrations" and click "New registration"
3. Enter app name and set redirect URI
4. Set redirect URI: https://yourdomain.com/api/integrations/microsoft-teams/oauth/callback
5. Copy Application (client) ID
6. Go to "Certificates & secrets" and create a new client secret
7. Copy the client secret value
8. Configure API permissions for Microsoft Graph

Troubleshooting

• Microsoft Teams requires specific Graph API permissions
• Ensure the app is registered in the correct Azure AD tenant
• Check that admin consent is granted for organization-wide access

Requirements

• Google Cloud Project
• Google Account

Setup Steps

1. Go to Google Cloud Console
2. Create a new project or select existing
3. Enable the Google Drive API
4. Go to "Credentials" and create OAuth 2.0 credentials
5. Set application type to "Web application"
6. Add authorized redirect URI: https://yourdomain.com/api/integrations/google-drive/oauth/callback
7. Copy Client ID and Client Secret
8. Configure appropriate Drive scopes

Troubleshooting

• Google Drive API has rate limits and quotas
• Ensure the OAuth consent screen includes Drive scopes
• Check that the project has billing enabled for higher quotas

Requirements

• Dropbox Account

Setup Steps

1. Go to Dropbox App Console
2. Click "Create app"
3. Choose app type (Scoped access recommended)
4. Enter app name and select access type
5. Copy App key (Client ID) and App secret
6. Add redirect URI: https://yourdomain.com/api/integrations/dropbox/oauth/callback
7. Configure permission scopes as needed
8. Submit for production access if required

Troubleshooting

• Dropbox has different permission levels (app folder vs full access)
• Ensure the redirect URI is correctly configured
• Check that the app is approved for production use

Requirements

• Shopify Partner Account
• Shopify Store

Setup Steps

1. Go to Shopify Partners Dashboard
2. Create a new app or select existing
3. Go to "App setup" and configure admin API scopes
4. Set up store credentials or use custom app
5. For custom apps: Go to store admin > Apps > Develop apps
6. Create a new custom app and configure scopes
7. Copy API key and access token
8. Set up webhooks for real-time sync if needed

Troubleshooting

• Shopify has rate limits based on API plan
• Ensure webhooks are properly configured for data sync
• Check that the app has necessary admin API scopes

Requirements

• BambooHR Account
• Admin Access

Setup Steps

1. Go to BambooHR Developer Portal
2. Sign in with your BambooHR account
3. Navigate to API Keys section
4. Generate a new API key
5. Copy the API key and company subdomain
6. Configure the integration in Astralis
7. Set up webhook endpoints for employee data sync

Troubleshooting

• BambooHR API keys have specific permission levels
• Ensure the company subdomain is correct
• Check that webhooks are configured for data changes

Requirements

• GitHub Account
• Repository Access

Setup Steps

1. Go to GitHub Settings > Developer settings > OAuth Apps
2. Click "New OAuth App"
3. Fill in application details
4. Set Authorization callback URL: https://yourdomain.com/api/integrations/github/oauth/callback
5. Copy Client ID and Client Secret
6. Configure repository permissions and webhook settings

Troubleshooting

• GitHub OAuth apps require repository permissions
• Ensure webhooks are configured for push events
• Check that the callback URL is HTTPS in production

Requirements

• Facebook Developer Account
• Business Verification

Setup Steps

1. Go to Facebook Developers Console
2. Create a new app or select existing
3. Add Facebook Login product to your app
4. Configure OAuth redirect URIs
5. Set redirect URI: https://yourdomain.com/api/integrations/facebook/oauth/callback
6. Copy App ID and App Secret
7. Configure app permissions and review process
8. Submit for app review if needed for production

Troubleshooting

• Facebook requires app review for many permissions
• Ensure the app is live and not in development mode
• Check that all required business information is provided