Getting Started with Vincere

Modified on Thu, 27 Apr 2023 at 05:09 PM

Selligence can be integrated with your Vincere account, meaning you can add your BD prospects to Vincere from Selligence. The process to integrate the two systems is simple, with Selligence handling most of the work, though there are some steps which require your involvement.

Request Integration

The first step is to make a request to purchase the integration through your Account Executive or Account Manager. At this point Selligence will provide a unique Callback URL (in the below format), which Vincere will require in order to setup the API user.

https://www.selligence.com/app/vincere-callback

Request Credentials

Once the Callback URL is provided, the next step is to request the API credentials from Vincere. Vincere previously allowed users to manage this themselves, but now these credentials must be requested via the Vincere support desk.

Vincere should provide the following credentials:

API Key, e.g.
```
1234ab56cde789fg9123h456i7j89123
```
Client ID, e.g.
```
027d0137-4631-4e24-9c51-02d541747e56
```

We will also require your Vincere account name, which will be included in your Vincere URL, for example:

https://{yourcompanyname}.vincere.io

Grant Access to Selligence

Once You've received the above data you can navigate to Manage Organisation > Integrations > Vincere to enter the details given to you. However, we still need to be granted access to your Vincere account in order to start syncing data.

Selligence will load a page for you to enter your login details to approve the integration and connect the two systems.

When entering your details, it's only necessary to enter the ClientID and Subdomain. For example if you usually access Vincere via https://mycompany.vincere.io you should enter just "mycompany" as the Subdomain.

You should ensure you are logged in to both systems to prevent any issues with authentication flows interrupting the handshake between the two systems. Once followed, the link will first take you to Vincere, before being redirected to the Selligence callback URL where a message will display confirming the successful integration of the two systems.

Important Considerations

You will need to be the account owner in Selligence and have the correct permissions in Vincere to approve the integration.