Configure Integration Settings with DreamzCMMS

Created by Binita Goswami, Modified on Wed, 26 Nov at 11:55 AM by Binita Goswami



This tutorial guides you through integrating external services within Dreamzcmms. You will learn how to browse, filter, and enable various integration options to enhance your system's capabilities.

Introduction
02
Access Integrations Menu

Click the Integrations menu to begin managing your system's external connections.

Access Integrations Menu
03
Open Integration Categories

Click Browse by category to view available integration types such as Accounting, IoT Devices, and Payment Gateways.

Open Integration Categories
04
Enter Category Search

Fill the category search field to narrow down integration options based on your specific needs.

Enter Category Search
05
Select Integration Category

Click on the desired integration category to explore relevant services and tools.

Select Integration Category
06
Refine Category Search

Fill the search field again to further filter integration options within the selected category.

Refine Category Search
07
Apply Integration Filters

Click Filter by to choose options like Built By DreamzCMMS or Integration to refine your results.

Apply Integration Filters
08
Choose Payment Gateway Integration

Click the option to enable fast, reliable, and encrypted transactions with supported payment gateways such as Stripe and Authorize.Net.

Choose Payment Gateway Integration
09
Explore Selected Integration

Click Explore to go back to the integration listing fromthe chosen integration.

Explore Selected Integration
10
Browse Integration Categories Again

Click Browse by category to return to the list of integration types for additional options.

Browse Integration Categories Again
11
View All Integrations

Click View all to see the complete list of available integrations across all categories.

View All Integrations
12
Select Diagnostic Summary Integration

Click the option that transforms unstructured technician notes into clear, professional diagnostic summaries.

Select Diagnostic Summary Integration
13
Explore Diagnostic Integration

Click Explore to go back to the integration listing fromthe chosen integration.

Explore Diagnostic Integration

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