Setting Up Integrations

Setting up an integration takes just a few minutes.

1. Navigate to Integrations

Go to Settings → Integrations in your workspace.

2. Connect your tool

Most integrations use OAuth — you’ll be redirected to authorize the connection. No API keys required.

3. Configure sync settings

Choose what data to sync, set direction (one-way or two-way), and frequency.

4. Map your fields

Swiftly automatically maps common fields. Use the field mapper for custom fields.