Which best practices should I follow when setting up integrations in Clickmax?
- Validate the connection right after connecting the platform, confirming it shows as active.
- Keep API keys and tokens secure and do not share them outside the panel.
- Test the incoming and outgoing webhooks with a real event before relying on them in production.
- Keep an eye on the integration's reports and history so you spot failures early.
For tax matters (invoices, taxes), talk to your accountant.
Related
If it didn't work
- The connection won't stay active: review the keys and tokens in Integrations.
- The webhook doesn't fire or returns an error: check the error codes.
- Still unsure about a specific platform: see the frequently asked questions.