# 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.<br>
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.<br>
3. **Access Tokens**: Under ‘Organization,’ click on the ‘Tokens’ tab.<br>
4. **Copy or Generate Token**: If you have an existing token, copy it. If not, generate a new token by following on-screen instructions.<br>
5. **Return to Uphex**: Go back to Uphex where you previously found the Capri card.<br>
6. **Select Existing User Option**: Click ‘I am an existing user’ on the integration interface.<br>
7. **Enter Your Token**: Paste your copied token in the provided field.<br>
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’.<br>
2. **Automatic Account Creation**: Upon selecting this option, a new Capri account will be created for you automatically.<br>
3. **Receive Credentials via Email**: Check your email for login credentials sent from Capri.<br>
4. **Complete Your Profile (optional)**: Log into your newly created Capri account using sent credentials and complete any profile setup necessary.


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