Prerequisites
Before getting started, you will need the following:
- An API authorised user setup in Eftsure
- Credentials (username and password) for that API authorised user
- Your "OrigId" for your Eftsure account (Eftsure can provide this to you)
- Permission in Felix to make changes on the Integrations page
Setting up the Felix-Eftsure Integration
Follow these steps to enable Eftsure in Felix:
- Navigate to Settings > Integrations from the top menu.
- Locate the Eftsure tile on the page.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/35222587258/original/z6_x6XZF4glHH_Q1XpUKdutdBbb8Veg3Hw.png?1706775535)
- If this is your first time connecting to Eftsure, you will see a +Connect button. Click this.
- The tile will expand to display fields for you to complete.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/35222587326/original/LhjMsNARSTYof3sIshmPnepoHjaaIpTAvQ.png?1706775577)
- Enter the OrigId, Username and Passwordas provided by Eftsure.
You can use the Test Connection link to test the Eftsure connection without enabling Eftsure right away.
- If you are ready to connect and enable Eftsure, click the Connect button. You will be presented with a modal to confirm your action.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/35222587544/original/qxK_eyuk4p3on-19e40Ow9piD23cFJuGvw.png?1706775716)
- Once enabled, the Eftsure tile will collapse and display an enabled toggle switch. The Connect button will also change to display "Manage" as the connection has been setup.
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/35222587600/original/K_4GJn6fO-3o94ohqclC-TCjCzdLMGnFag.png?1706775776)
For information on how to manage, disable and remove the Eftsure connection, click here.