Apps connect other software you use to Consignly, helping you seamlessly move data between the separate systems.
Types of apps
There are 2 types of apps in Consignly.
- Apps that Consignly connects to; and
- Apps that connect to Consignly
Apps that Consignly connects to will allow you to establish a connection to that app from Consignly. This will require you to authenticate with the third party app, either by routing to the app and logging in to authorise Consignly, or by entering an API key to the third party.
Apps that connect to Consignly will require you to visit the app and establish a connection to Consignly. You'll login to Consignly and authorise the app to connect to your organisation.
To see apps already connected to your organisaation, visit the Apps menu in the sidebar, and choose Manage Apps.
This will show you a list of already-connected apps in your organisation.
To see which apps can be connected to Consignly, head to the App Directory. You can get there by pressing the Add button from the Manage Apps view.
Add Apps to your organisation
To add apps to your organisation, choose the app you wish to add and create a connection to it. Depending on the type of app, you'll be prompted to authorised with that app, or alternatively you'll be routed to the third-party application to establish a connection directly with Consignly.
Apps connected to your organisation serve different purposes. For example, connecting to Xero will mean that you can push Client Partner Schedules out to Xero directly from Consignly. Whereas an integration with a TMS app might trigger a push from Consignly to the TMS platform when a consignment moves into a particular status.
To keep your Consignly organisation secure, it's worthwhile understanding how apps work with Consignly. Each app has a set of permission scopes that the app requires, and this information is displayed to you when authenticating with Consignly. These scopes help explain what the app can do in Consignly and how it can use that information.
Example of a scope request on app authentication
Further to this, the connection of the app is linked directly with the user that created it, so the permissions of that user are applied to any work the App performs in Consignly.
Before installing an App, we recommend reviewing:
- The scopes that the App is requesting before authorising the app connection
- What the app can do with the information it can access
- The information the app will have access to within the Consignly organisation