Permissions: You must have Organization Administration Permissions in AccuPoint and in Catalyst.
The AccuPoint/Catalyst Integration allows you to sync Catalyst Notes between applications. You must be an Organization Admin in both applications in order to connect the applications and sync Notes.
NOTE: You must have a DataFinch account to enable the integration. If you do not have a DataFinch account, use the link on the integration page to navigate to DataFinch and register for a free trial.
Enable Catalyst Note Integration
- Click Organization tab in primary navigation bar.
- Click Catalyst Integration in side menu.
- Click Connect to Catalyst button. Catalyst login page will launch.
- Enter your Catalyst Admin Credentials.
- Click Yes, Allow on Permissions screen.
- Once the AccuPoint and Catalyst are connected, you will want to: