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Orion Setup

Configuring Orion for use with Caddi

Setup In Orion

Contact your Orion representative to have an API user configured in your Orion instance for use with Caddi.

They will provide you with the values necessary:

  • Partner ID

  • Partner Secret

  • API Username

  • API Password

Application Setup in Caddi

Once you have the credentials for Orion, it can be added to Caddi. Note that only org admins or owners can configure new integrations.

  1. Navigate to https://trycaddi.com and log in

  2. On the left, select the Integrations option

  3. Click on the Integration Setup tab at the top of the page

  4. Enter the information Orion sent into the correlated fields.

  5. Click the Save Configuration button

  6. You and your users should now see the Orion application in the My Connections tab

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