Integrations

Integrations stores your agency’s own credentials for outside services, so AgencyOS can read your accounts there and keep its records in step. Open it from the profile menu (your initials at the top right) → Integrations.

What each integration does

Three connectors currently bring records into AgencyOS when they sync:

Provider	What it imports
GoDaddy	Your domains, as websites and domain services in Websites & Hosting, with their renewal dates.
Zoho CRM	Your Zoho CRM accounts as clients, but only if you tick Import and synchronize all Zoho CRM accounts as clients.
Contabo	Your servers, in Infrastructure, with Contabo as their provider.

The Provider list may also offer Canva, Cloudflare, Google Drive, UpCloud, WHM / cPanel and Zoho Books. You can store credentials for them here; they don’t import records yet.

Connect a service

1. Click Add integration (callout 1).
2. Choose the Provider.
3. Fill in the credentials the provider gave you. The fields change with the provider:
   • GoDaddy: choose Personal access token with domains.domain:read access, or use a classic API key and secret. The optional Customer ID for price sync must be a UUID; a numeric Shopper ID cannot be used for price lookups.
   • Zoho CRM: Client ID, Client secret, Refresh token and the Zoho accounts region your Zoho account lives in (for example Europe or India). Tick Import and synchronize all Zoho CRM accounts as clients if you want them in your client list.
   • Contabo: Client ID, Client secret, API username and API password.
   • Other providers: an Access token.
4. Click Save connection.

Credentials are encrypted when you save them and are never shown again. The Credential column only shows the first three characters, or Stored securely. For GoDaddy, use Update credentials to replace an expired or denied credential.

Keeping in sync

• Every connected integration syncs automatically every two hours.
• Sync now queues a sync straight away. It runs in the background, so refresh after a minute or two.
• Last successful sync shows when it last worked, or Not yet synchronized.
• Status is connected, paused or error. When a sync fails, the status turns to error and people who manage integrations get a notification. The error appears beside the status. For GoDaddy access errors, check the token's domain read permission and account access, update the credentials, then try Sync now.
• Pause stops automatic syncs without removing the credentials. Resume starts them again.

Use Search, the Status filter and Direction (callout 2) to find a connection in a long list.

Archive, restore or delete

• Archive takes an integration out of the list and stops its syncs. Records it already imported stay in AgencyOS.
• To bring it back, click Show archived, then Restore in Archived integrations. Archived integrations can be restored for 90 days.
• The bin icon deletes an integration permanently after you confirm in Delete integration. Its saved credentials and sync history are removed and can’t be recovered.

Plan limit

Your plan sets how many integrations you can have: none on Free, 10 on Starter, 25 on Pro, 50 on Agency and unlimited on Enterprise. When you reach the limit, Save connection is refused with a message saying so; upgrade from Plan and billing or delete an integration you no longer need. See Plans and limits.