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Single Sign-On App Integrations

Single Sign-On (SSO) integrations provide seamless access to third-party applications. You can connect your accounts with supported applications without requiring separate logins.

Access the Connections page​

To connect an integration:

  1. Navigate to Administration → Connections

Accessing the Connections page

Set up a new connection​

Step 1: Find the application​

Browse through the available applications on the Connections page. Each application displays information about its features and benefits.

Marketing page for the Jobber integration

Step 2: Click Connect​

Click the Connect button to begin the connection process.

Step 3: Complete the pre-connect form​

Depending on the application, you may need to complete a pre-connect form with initial setup information.

Pre-connect form for an integration

Step 4: Follow the SSO process​

Complete the Single Sign-On connection by following the prompts. This typically involves:

  • Creating a new account with the third-party service
  • Connecting to an existing account
  • Providing authorization for data sharing

SSO setup process

Manage connections​

View connected applications​

After setup, you can view and manage all connected applications through:

  1. The Manage tab on the Connections page, which displays connection cards for each integrated application

Manage tab with connection card

  1. The application pages, which display a "Connected" tag

Marketing page with Connected tag

Connection settings​

Click the settings icon for a connected application to access additional configuration options, which may include:

  • Data sync preferences
  • Automated review request settings
  • Other application-specific settings

Connection settings page

Benefits of SSO integrations​

  • Simplified access — One-click access to third-party tools without separate logins
  • Centralized management — Manage all applications from a single interface
  • Streamlined workflows — Automate data sharing between integrated applications
  • Enhanced security — Reduce the need for multiple passwords across different platforms

FAQ​

How many applications can I connect?

There is no limit to the number of SSO integrations you can connect. Connect as many supported applications as your business needs.

What happens if an SSO connection expires?

Open the integration from Connections → Manage and follow the reconnect prompts to reauthorize.

Can I disconnect an integration without losing data?

Yes. Disconnecting stops future syncing but does not delete historical data already imported.