# 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.