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.
Navigate to https://trycaddi.com and log in
On the left, select the
IntegrationsoptionClick on the
Integration Setuptab at the top of the pageEnter the information Orion sent into the correlated fields.
Click the
Save ConfigurationbuttonYou and your users should now see the Orion application in the
My Connectionstab
