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    How to Get Your Credentials to Set up the Sunlight Financial Integration

    Sunlight_financial_integration.jpg

    In order to set up your Sunlight Financial integration in PSAI, you'll need two key pieces of account information:

    • API email
    • API password

    Please note that these are not the same as your normal Sunlight Financial login credentials. To get these API credentials, please contact your Sunlight Financial representative.

    Articles In This Section

    How to Resend the PSAI Login Invitation to a New User
    How to Set Up Your Sunlight Financial Integration
    How to Get Your Credentials to Set up the Sunlight Financial Integration
    How to View Sales Tax on PSAI Subscriptions
    How to Delete a Location
    How to Update Business Hours, Licenses, and Other Settings
    How to Add a New Location
    How to Save User Phone Numbers in PSAI
    How to Update Your Service Area Boundaries
    How to Create and Assign Custom User Roles
    How to Add External Users to PSAI
    How to Update PSAI User Access
    How to Update Your Company's Products
    How to Save a PSAI Shortcut to Your Phone or Tablet Home Screen
    How to Update Your Company Settings
    How to Update Your Credit Card and Billing
    How to Add a New User to PSAI
    How to Delete an Integration

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