Konekta Support

Connecting your GlobalX Account to Konekta

Connecting to GlobalX allows Konekta to securely synchronise your orders (transactions and documents) from GlobalX into your Actionstep system.


  1. Within Actionstep, navigate to AdminIntegrations:
  2. Ensure that the Konekta Integration is Connected (see enabling the Konekta Plugin for instructions if you haven't yet enabled Konekta), then click Manage:
  3. Click Manage Konekta Add-ons

  4. Because you are switching from Actionstep to Konekta, you may be prompted to log in again for security:
     
  5. Next to the GlobalX logo, click Manage:
  6. Click Link GlobalX Master Account to securely connect Konekta to your GlobalX account.
  7. A popup login will appear. Please log in using your GlobalX Master Account to link with Konekta.

    Note: It is important to use your master GlobalX account that has access to all orders for your organisation. This is used to sync your documents and transactions into Actionstep.


  8. Once your GlobalX account has been linked, please let us know and we'll finish setting you up as soon as we can.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.

Related Articles