Overview

Chift is built based on the belief that the onboarding experience is a crucial part of the integration process. We developed a set of tools to help you onboard your users and manage their activations. Here’s what you’ll find in the following pages:

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Monitoring

Learn how to track and monitor your consumers’ connections. This includes viewing connection statuses, filtering by connector, and identifying potential issues early.

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Issues Management

In this section, you’ll find a list of issues found during the activation process.

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Help center for end-users

For each connector, you’ll find a help center that you can use to guide your consumers through the activation process.

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External Invitation

Discover how to invite external users to connect their software through Chift.

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Email Reminders

Explore how to set up and manage automated email reminders for your consumers. This helps ensure they complete necessary setup steps without you having to do it manually.