How do I connect an app?

Connect is where you integrate your business apps and bank feeds — to power your dashboard with data! You can also browse and buy new apps.

Prerequisites 

Please note, you'll need a customer account or subscription with your selected app to connect it to 9Spokes. You can also purchase new subscriptions through 9Spokes at the same market prices. To learn more, click here 

Connecting an app 

To connect an app: 

1. Log in to your 9Spokes dashboard.   

2. Click the Connect tab. Our full range of available apps display in tiles. 

3. Click on a tile to learn more about the app features and benefits. You’ll see the available tiles for the app, the product performance and overall rating. 

4. To find out more on the app’s site, click Learn more. Some apps offer free trials, so you can see if it works for your business before committing. 

5.  If you’re ready to connect right away, click Connect.  

6. Next, you’ll leave our site to log in to your account on the app’s site. This enables us to connect the app to your dashboard. If you’re ready to proceed, click Yes. 

7. Log in to your account by entering your email address and password. You’ll return to the 9Spokes connect journey. 

8. From the drop-down menus, select the options you would like to connect to your dashboard. 

9. Click Next. 

10. Select the tiles you want to add to your Tracker. 

11. Click Next. Data from your connected app will shortly display on your dashboard.