Uphex

Overview

The Capri-Uphex integration streamlines your workflow by connecting the capabilities of both platforms. Whether you're an existing Capri user or new to the platform, follow these steps to get started quickly.

Requirements

• You must have access to an Uphex account.

• If a new user, ensure you have email access for receiving any necessary credentials or updates.

Step-by-Step Guide

Step 1: Accessing the Integration

1. Log in to Uphex: Begin by logging into your Uphex account.

2. Navigate to Integrations: Once logged in, find and click on the 'Integrations' tab from the main dashboard.

3. Locate Capri Integration Card: In the Integrations tab, locate the Capri card designated for this integration.

Step 2a: For Existing Capri Users

1. Log in to Capri: Access your Capri account and log in.

2. Navigate to the Organization Tab: On your Capri dashboard, find and click on the ‘Organization’ tab located at the bottom left of your screen.

3. Access Tokens: Under ‘Organization,’ click on the ‘Tokens’ tab.

4. Copy or Generate Token: If you have an existing token, copy it. If not, generate a new token by following on-screen instructions.

5. Return to Uphex: Go back to Uphex where you previously found the Capri card.

6. Select Existing User Option: Click ‘I am an existing user’ on the integration interface.

7. Enter Your Token: Paste your copied token in the provided field.

8. Connect Your Accounts: Click ‘Connect’ to finalize the integration process.

Step 2b: For New Users

1. Select Connect Button: As a new user with no existing Capri account, simply click on ‘Connect’.

2. Automatic Account Creation: Upon selecting this option, a new Capri account will be created for you automatically.

3. Receive Credentials via Email: Check your email for login credentials sent from Capri.

4. Complete Your Profile (optional): Log into your newly created Capri account using sent credentials and complete any profile setup necessary.