Getting Started and Authenticating with Maxio Core (Formerly SaaSOptics)

Getting Started & Authenticating

Maxio Core (formerly  SaaSOptics) is a Source that SaaSync supports in syncing to a Destination. To get started syncing Maxio Core to a Destination:

1. Create a SaaSync account or login to SaaSync if you already have an account,

2. From the SaaSync Connections page, add Authorize.net as a Source,

3. Enter a name in the Name field or leave the default value,

4. Login to your instance of Maxio Core.  Find your unique URL for your instance of Maxio Core.  It will look something like:

`https://yourcompany.saasoptics.com/yourcompany_account`

Copy this URL and return to SaaSync and enter it in the URL field.  It should be of the format https://xxx.saasoptics.com/yyy

5. Back in Maxio Core, in the navigation menu click Admin.

6. In the Settings section, click on API Tokens.

7. Enter a name for you API Token and click Create API Token.  Copy the API Token to your clipboard.

Return to SaaSync and
8. Paste the value of the API Token into the API Key field.

9. Select the Home Currency that you use in Maxio Core from the dropdown.

10. Select Connect to SaaSOptics.

This should start the sync of Maxio Core to ChartMogul.