Grist

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This is a Managed App Connector.


Prerequisites#

Create a Grist account.

Supported authentication methods#

  • API key

Refer to Grist's API documentation for more information about the service.

Using API key#

To configure this credential, you'll need:

  • An API Key: Refer to the Grist API authentication documentation for instructions on creating an API key.

  • To select your Grist Plan Type. Options include:

    • Free

    • Paid: If selected, provide your Grist Custom Subdomain. This is the portion that comes before .getgrist.com. For example, if our full Grist domain was Calero Automations.getgrist.com, we'd enter Calero Automations here.

    • Self-Hosted: If selected, provide your Grist Self-Hosted URL. This should be the full URL.

Onboard This Managed App Connector

  1. Go to SaaS Management > Applications.

  2. Select Add Integration.

  3. From the Vendors tab, select the card with the vendor's name.

  4. From the API tab, enter the field(s) you copy/saved above.

  5. If your company has more than one instance (or “tenant”) of this application, you will also be prompted for a Connection Alias.

  6. Select the Authorize button.

SUCCESS!

You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.


SUGGESTION:

Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.