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Ensure you have Pipeliner Administrator privileges on a Business or Enterprise plan.

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Access the Admin Module

Sign in to your team space at crm.coevera.com and open the Admin Module.

1

Navigate to Applications

Go to the Unit, Users & Roles tab and select Applications.

2

Create an API Application

Click Create New to generate a new API application. Assign a descriptive name (e.g., “StackOne Integration”).

3

Configure Permissions

Click Edit Permissions to configure access controls across Records, Administration, and Misc categories.

4

Retrieve Credentials

Click Show API Access to reveal the Username, Password, Space ID, and Service URL. Store all credentials securely - the password will not be visible again.

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Linking the Account from the Hub

1

Navigate to the Hub

Use one of the three Linking Account Methods to access the Hub.
2

Fill out the fields

Fill out the following fields using details from your provider:
  • API Username
  • API Password
  • Space ID
  • Service URL
3

Connect

  • Click Connect
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup

If the account linking is successful, you will see the newly linked account in your Accounts page.