The Caflou modules enable you to monitor projects, tasks, incomes, and expenses and create or retrieve companies, bank payments, projects, tasks, income/expenses in your Caflou account.
Prerequisites
A Caflou account
In order to use Caflou with {{Make}}, it is necessary to have a Caflou account. If you do not have one, you can create a Caflou account at Caflou.
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Note |
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The module dialog fields that are displayed in bold (in the {{Make}} scenario, not in this documentation article) are mandatory! |
To connect your Caflou account to {{Make}} you need to obtain the Access Token and Account ID.
Log in to your Caflou account.
Click on the cog-wheel in the top-right corner.
Open Account settings > API integration.
Click the Add button.
Enter the desired name for the token, specify the token validity and click the Save button.
Copy the API token and store it in a safe place.
Copy the Account ID.
Go to {{Make}} and open the Caflou module's Create a connection dialog.
Enter the Access Token you have copied in step 6 and Account ID from step 7 to the respective fields and click the Continue button to establish the connection.