Setting up the integration in bob

Log in to bob and navigate to Settings > Integrations > Automation via the left menu.
From this page click Service users to create a service user.
Input a Name, e.g. trelica, which must be unique as well as a Display name and click Save.
Copy or note down the ID and Token as these will be needed when connecting to bob from Trelica and you are prompted for a Service user ID and Service user token.
From the left menu select Settings > Roles & Permissions in order to define permissions for the service user. We'd recommend creating a separate permission group for the service user so you can be confident Trelica is given appropriate access to bob data. If you need help configuring a permission group please reach out to Trelica Support.
Last modified 5mo ago