Automation & integration - Configuring direct connections and integrations

Fernando Montenegro |
0 step |
2 minutes

1 of 11

Configuring the Connection QuickBooks Online Microsoft Dynamics 365 Business Central Monday Asana HubSpot Google Analytics Setting up the Scorecard Finance/Marketing Integration Project Integration Finishing the Integration

Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

Configuring the Connection

QuickBooks and Microsoft Dynamics can help you integrate your financial data, while HubSpot and Google Analytics can help you integrate your marketing data. If you're working on projects, you can use Monday and Asana to integrate your project information with ClearPoint.

- Select **System Settings** from the Control Panel - Choose **System Setup** - Click on **Integrations** under Enterprise Features

- Navigate to the **Direct Connections tab** - Click the **Plus icon** to add a Direct Connection

- Under **Name**, enter the name of the new Direct Connection, in this example, ‘QuickBooks Measure Data’. - Use the dropdown menu to select the **Connection Type** - Click the **Set Up Connection button**

Important: Before saving this connection, you will need to authenticate to QuickBooks Online. Please note that a pop-up window will launch to log into QuickBooks Online. You may need to allow pop-ups in your browser to see this window. Once login is complete, you will be able to save and to configure additional options for this connection.

The next page will look different depending on which connection was made. For each of these different options, provide a name and use the dropdown fields to choose which information you want to pull into ClearPoint.