Integrations · How-to
Connect a service, test it and keep it working
Connect any service on the integrations page, test the credentials before you rely on them, and re-check, update or disconnect it later.
Open the section
In Integrations, choose a section from the list, or search for the service by name. Each service is a row that says “Connected” or “Not connected”.
Check what you need first
Under a service that is not connected, “Before you start” says what you must already have with the provider — a business account, an approved sender name, an API token. Arrange that with the provider first: the connection only works with it.
Enter the credentials
Press “Connect” on the row. Fill in the fields the dialog asks for; a field marked “optional” can stay empty. Most fields say where to find their value in the provider’s dashboard, and “Setup guide” opens the provider’s own instructions.
Test before you save
Press “Test connection”. Setvos asks the provider whether the credentials work and shows “Credentials verified”, or “Check failed” with what went wrong. A test saves nothing, so you can correct a value and test again.
Save the connection
Press “Connect” at the bottom of the dialog. The row now says “Connected”, with “Stored as” and the last four characters of one of the values. It says “Not checked yet” until you press “Re-check”.
Re-check, update or disconnect later
- “Re-check” asks the provider again about the saved credentials and records the answer, such as “Checked 2 minutes ago”.
- “Update credentials” opens an empty dialog. What you enter replaces everything saved, which is how you change a key or a password.
- “Disconnect” asks first and says what stops: everything that runs through the service stops at once, and its saved keys are deleted. Press “Disconnect” again to confirm; to bring it back, connect it again with its keys.
Common questions
- Why don’t I see a “Connect” button?
Connecting needs the workspace-settings permission, which owners and admins have. You can still see what is connected; ask an owner or admin to make the change.
- The check failed. What now?
Read what follows “Check failed” — for example, that the provider rejected the credentials or could not be reached. Fix it in the provider’s dashboard, press “Update credentials”, enter the values again and test.
- Can I see a saved key again?
No. Credentials are encrypted and never shown back; only the last four characters of one value are. If you need the key, copy it again from the provider’s dashboard.
- Can I connect services on the phone?
Yes, if you may change the workspace settings; others can read them. Integrations shows the categories, then Calendar, Website and Developer, with a search. A connector’s sheet asks for its fields, with Test before Connect; ⋯ holds Re-check and Disconnect, which asks first. The mailbox and calendar connections are set up on the web.
Read next
Integrations: connect the services your business already uses
See everything this workspace connects to — payment gateways, SMS, messengers, your mailbox, the cash register, carriers, marketplaces, your calendar and your website — and who can change what.
Integrations: common questions
Short answers about who can connect services, what happens to your credentials, and what to do when a service is missing.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
Report a problem or ask us a question
Send the Setvos team a bug, a question, an idea or a billing issue from any screen, add screenshots, and know exactly what is sent with it.
More in Integrations
- Take online payments by card or by bank transfer
- Send texts through your own SMS gateway
- Connect WhatsApp, Instagram and Messenger, and Viber
- Reach clients on Telegram with @Setvos_bot or your own bot
- Link your own Telegram to add leads and get notices in a chat
- Connect a shared mailbox to the Inbox
- Issue receipts through your Checkbox cash register (ПРРО)
- Connect Nova Poshta, Ukrposhta or Meest for deliveries
- Take orders from Rozetka, Prom.ua and OLX
- See your appointments in Google, Apple or Outlook Calendar
- Add booking and a contact form to your own website
- Create and manage API keys for your own systems
Open in Setvos
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