This guide will walk you through the steps to integrate Holistiplan with Pulse360. By completing this integration, you can seamlessly access Holistiplan data directly within Pulse360.
Step 1: Activate Pulse360 in Holistiplan
Before connecting the two platforms, you need to activate Pulse360 within your Holistiplan account. Follow these steps:
Log in to your Holistiplan account.
Navigate to Settings, then click on the Integrations section.
Look for the Pulse360 option and click on it.
Enable Pulse360 within Holistiplan by toggling it on.
Tip: If you encounter any issues activating Pulse360, consult Holistiplan's support documentation or contact their support team for assistance.
Step 2: Connect Holistiplan in Pulse360
Once you’ve activated Pulse360 in Holistiplan, you can proceed with the integration in Pulse360.
Log in to your Pulse360 account.
Go to Settings, then click on Integrations.
Select Holistiplan from the list of available integrations.
Enter your Holistiplan credentials (username and password) in the fields provided.
Click Connect to establish the integration.
Note: Ensure that you are entering the correct credentials. If you’re unsure, log in to your Holistiplan account separately to verify your details.