Managing Integrations

How to create, edit, and manage integrations in Silkline

Overview

Silkline integrations allow you to sync data between Silkline and your existing systems like NetSuite, First Resonance ION, Manufacturo, and ProShop. You can manage integrations directly from the Silkline application.

Accessing Integrations

  1. Navigate to Organization Settings from your user menu

  2. Click on the Integrations tab

You must have the Create Integration and Edit Integration permissions to manage integrations. These are available to the Admin role.

Creating a New Integration

1

Start Integration Setup

  1. From the Integrations tab, click the "Create Integration" button

  2. A sidebar will open with the integration configuration form

2

Configure Integration Settings

Fill in the required fields:

  • Display Name - A friendly name for this integration (e.g., "NetSuite Production")

  • Integration Source Type - Select your system type from the dropdown

  • Pipeline Name - A unique identifier for this integration (this can be anything if you aren't using ION)

  • Writeback - Toggle on to sync data from Silkline back to your system

  • Ingest - Toggle on to import data from your system into Silkline

Pipeline names must be unique across your organization. You'll see an error if the name is already in use.

3

Save the Integration

Click "Save" to create your integration. You'll now need to add your credentials (see Adding Integration Secrets below).

Adding Integration Secrets

After creating an integration, you need to provide authentication credentials so Silkline can connect to your system.

1

Open the Integration Detail Page

  1. From the Integrations list, click on your integration

  2. Navigate to the Secrets section

2

Submit Your Credentials

  1. Click "Add Secret" or "Edit Secret"

  2. A form will open with fields specific to your integration type

  3. Fill in the required credentials:

Refer to your integration-specific setup guide for instructions on finding these credentials in your system.

3

Save Credentials Securely

  1. Click "Save" to securely store your credentials

  2. Your secrets are encrypted and cannot be viewed after submission

Once saved, you'll see "Secret configured" with timestamps showing when the secret was created and last updated.

Editing an Integration

To modify integration settings:

  1. Navigate to your integration from the Integrations list

  2. Click the "Edit" button on the integration detail page

  3. Update your configuration (display name, writeback/ingest toggles, base URL, etc.)

  4. Click "Save" to apply changes

You can update your integration secrets at any time by clicking "Edit Secret" in the Secrets section. This will overwrite your previous credentials.

Next Steps

After setting up your integration and adding credentials:

  1. Refer to your integration-specific guide for detailed setup instructions:

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