Add an Integration

This guide walks you through connecting integrations to Tekst. You'll learn how to add providers like Salesforce, Outlook, SAP, and others to automate workflows across your systems.

Prerequisites

Before connecting an integration, ensure you have:

• Role permissions: An account with permission to add and manage integrations. Accounts with view-only access can see integrations but cannot add or edit them.
• Provider account: Active account with the service you're connecting (e.g., Microsoft 365 for Outlook, Salesforce org)
• Authentication credentials: Depending on the provider, you may need API keys, client credentials, or admin consent for OAuth
• Network access: Ability to authorize redirects to Tekst's callback URLs

Some integrations require provider-specific setup. Check provider-specific guides for detailed prerequisites.

Step 1: Navigate to Integrations

On the Tekst platform, locate and click on the "Integrations" option. This is typically found in the bottom  navigation menu.

Step 2: Add a New Integration

To connect a new provider:

1. Click the Add Integration button in the top-right corner of the Integrations page
2. A modal appears showing available providers (e.g., Outlook, Salesforce, SAP, HubSpot, Zendesk)
3. Select the provider you want to connect by clicking its card
4. A connection modal opens

Step 3: Enter Connection Details

The connection form varies by provider, but typically includes:

• Email or username: Your account identifier (e.g., john.doe@tekst.com)
• Authentication method: OAuth (most common) or API credentials (username/password for services like SAP)
• Optional settings: Tenant ID, domain, environment type (production/sandbox for Salesforce)

Fill in the required fields (marked with a red asterisk) and click Connect to proceed.

Step 4: Authorize Access

Most integrations use OAuth for secure authentication:

1. After clicking Connect, you're redirected to the provider's authorization page
2. Log in to your provider account if prompted
3. Review the permissions Tekst is requesting (e.g., read/write mail, access cases)
4. Click Authorize or Grant Consent to allow access
5. You're automatically redirected back to Tekst's setup wizard

Tekst does not store your data. All processing happens in real-time, ensuring GDPR compliance and enterprise security standards.

Step 5: Configure Integration Settings

After authorization, the setup wizard guides you through configuration:

1. The wizard displays steps in a sidebar (e.g., "Connect Account" → "Configure Settings" → "Review")
2. A progress bar shows your advancement through the setup process
3. Complete each step:
   • Connect Account: Verify your authenticated account details
   • Configure Settings: Select objects, folders, or data sources to sync (e.g., which Salesforce cases or Outlook mailboxes to monitor)
   • Review: Confirm your settings before finalizing
4. Click Next to advance between steps, or click Finish on the final screen to save your configuration

Editing a previous wizard step resets information entered in subsequent steps. A warning modal will appear to confirm this action before proceeding.

Step 6: Start Syncing

Once you click Finish, Tekst initiates the sync process:

• The integration status updates to Connected (displayed as a green badge in the integrations table)
• A progress bar shows the initial sync status
• Optionally, you can enable backfilling to sync historical data

You can now navigate back to the Integrations page to view your active connection. The table displays real-time sync status and health information.

Understanding Integration Statuses

After connecting, your integration can display different statuses:

• Connected (green): Integration is active and syncing data
• Disconnected (red): Authentication failed or credentials expired. Click the status to reconnect.
• Unconfigured (yellow): Setup wizard was started but not completed
• Unhealthy: Sync errors occurred (e.g., API limits exceeded, permission issues). Check the status comment for details.