Connecting to GlobalX allows Konekta to securely synchronise your orders (transactions and documents) from GlobalX into your Actionstep system.
- Within Actionstep, navigate to Admin > Integrations:
- Ensure that the Konekta Integration is Connected (see enabling the Konekta Plugin for instructions if you haven't yet enabled Konekta), then click Manage:
- Click Manage Konekta Add-ons
- Because you are switching from Actionstep to Konekta, you may be prompted to log in again for security:
- Next to the GlobalX logo, click Manage:
- Click Link GlobalX Master Account to securely connect Konekta to your GlobalX account.
- 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.
- Once your GlobalX account has been linked, please let us know and we'll finish setting you up as soon as we can.