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Configure the SmartFlow integration for Neo

Sign in to SmartFlow and get an applicable API key.
To configure the integration, do this procedure.
  1. Sign in to Neo.
  2. Select your name in the menu bar, then select Administration.
    The Administration command
  3. Select SmartFlow.
    The SmartFlow command
    Neo shows a Smart Flow Settings screen.
  4. In the SmartFlow API Key box, enter the API key.
  5. Select Connect.
    The Connect button
Neo has a configured integration. Neo does an initial sync of these records to SmartFlow:
  • Products that are enabled and have changes in a one-day period before you selected Connect
  • Products that are enabled and that staff sold in in a one-year period before you selected Connect
  • Enabled user accounts that have Provider selected in the user account settings
Note: After the initial sync, Neo does a sync to SmartFlow when you do these tasks in Neo:
  • Creating a new product
  • Updating an existing product
  • Changing the product status from inactive to active
  • Creating a new user and selecting the Provider checkbox
  • Designating an existing user as a provider;
  • Updating an existing provider
  • Changing branch access for a user-designated as a provider