Flowsite will need to establish connections between your various systems (e.g Dashpivot, Gearbelt, Sitemate Start, Xero, QuickBooks), in order for data from the Sitemate Suite to seamlessly integrate between them.
⚠️ Note: Microsoft Power BI, Microsoft Excel and Microsoft Power Platform don't require direct connections to be made from within Flowsite.
See the steps here on how to set up a Microsoft Flow:
Prerequisites
Before you begin make sure you have the following:
Plan: Any plan for Excel hosted source; Pro, Premium or Platinum for Power BI hosted source; Premium or Platinum for Power Platform hosted source; Premium or Platinum for Sitemate Start hosted source
Permission: Flowsite Org Controller (recommended — the connection acts as your user and you must be able to view the relevant data in Dashpivot/Gearbelt); Account Admin for Sitemate Start connections
Skills Required: Non-Dashpivot (Flowsite)
Device Type: Computer / Browser
Subscription: Active Flowsite subscription plus an active subscription to the system you are connecting (e.g. Dashpivot, Gearbelt, Sitemate Start, Xero, QuickBooks)
Step-by-Step Instructions
Login to Flowsite
Select the Connections tab at the top
Scroll down the page to view the available system integrations
Click Connect under the relevant platform to begin the connection
You will be led to the log in page of that system, where you'll need to enter the relevant credentials
Once complete, this connection will be visible in the Connections table
This table details all the current connections made with Flowsite including the System Name, Status of Connection & Actions
In the Actions column, you can click to Remove the Connection, if required
FAQs
Who should create the Sitemate Suite connection?
The connection acts as the user who sets it up — they must be able to view the Dashpivot/Gearbelt data used in your flows. In most cases this will be an Org Controller in Dashpivot and an Admin in Gearbelt.
Who should create the Sitemate Start connection?
The Sitemate Start connection must be created by a user with Account Admin permissions. This is because the connection needs access to account-layer templates and lists across all workspaces. If the user who created the connection is later demoted from Account Admin, the connection will break and flows using it will error until a new connection is created by an Account Admin.
Connections can expire — especially for Xero, QuickBooks, and Microsoft/SharePoint. If a run fails with a connection error, go to the Connections tab and click Reconnect to re-authorise. For Microsoft connections, if there is no Reconnect button, remove the connection and create a new one, then re-point your flows to the new connection.