Wingify has updated the configuration interface across all integrations. This update makes the setup more flexible, scalable, and easier to manage across different use cases. As a result, some steps in the existing Integrations documentation on our Knowledge Base may not match the current UI.
Note: We are updating the Individual integration articles to reflect the new UI. Until then, use this article to interpret older instructions.
This article helps you understand what’s changed, how to set up the integrations through the new UI, and how to map older instructions to the updated experience.
It covers the following:
- What’s Changed?
- Create a Connection
- Delete a Connection
- Impact on Existing Integrations Post the UI Update
- Map Existing Documentation to the New UI
- Why this Change?
What’s Changed?
- No Enable Integration Step Old UI Earlier, users had to toggle an integration on before configuring it. New UI This step has now been removed. The integration is now considered enabled automatically as soon as you create a connection for it.
- From Checkboxes to Connections Previously, users had to configure integrations by selecting checkboxes and then entering configuration details. Now, configuration checkboxes are replaced by connections. A connection holds all the settings for a specific integration instance. To use an integration, you must create a connection and provide the required connection details during the setup.
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Initial Zero-State View If an integration has no active connections, the Config tab does not appear initially. When you navigate to the specific integration page, you will first land on the Info tab, where you can read about the integration functionality and select a single option to start building a connection. The Info tab displays the following:
- Overview: A summary of what the integration does
- About: A description of the third-party tool
- Benefits: How the Wingify and third-party integration helps your workflows
- Use cases: Common scenarios for using the integration
- Shared data: Data exchanged between Wingify and the third-party tool
The right panel on the Info tab also displays:
- Wingify Plan: The plan required to use the integration
- Tags: Categories the integration belongs to
- Developed by: The integration developer
- Supported Products: Wingify products compatible with this integration
- Related article: A link to the dedicated knowledge base article for this integration
A Create connection button is available in the top-right corner of the page. You can use this to start configuring the connection for the integration.
Create a Connection
Follow these steps any time an existing article prompts you to enable an integration or select a checkbox on the Config page.
- Go to the integration page in Wingify, for example, the BigQuery integration page.
- Click Create connection in the top-right corner. A panel appears listing the available connection types for that integration. Each option shows a name, a brief description, and its connection type tag.
- Select the connection type you want to set up.
Note: Connection options that are restricted to a single instance and have already been configured will appear in a grayed-out or disabled state.
- A Create Connection form opens. Enter a Connection Name and fill in the remaining integration-specific fields, such as API keys, account IDs, or other credentials, that are applicable. Refer to the individual integration article for guidance on those fields.
- Click Create Connection to save the configuration.
The connection is added to the Config tab and is now enabled and active.
Connection Field Reference
Connection name
A label you choose to identify this connection. It is not retrieved from the third-party tool and has no technical requirements. Pick any name that helps you recognize it later.
Examples: 6sense - Production, My 6sense account, 6sense Q3 Campaign
Other fields, such as API keys or account IDs, are specific to each integration. Refer to the individual integration article for information on how to enter data in those fields.
Delete a Connection
Deleting a connection immediately disables the integration. Keep the following in mind before proceeding.
Attention: Connection deletion cannot be undone. All configuration details stored in the connection are permanently removed. To re-enable the integration, you must create a new connection and re-enter the required details.
To delete a connection:
- Go to the integration page.
- On the Config tab, find the connection you want to remove.
- Click More Options next to the connection name and select Delete.
- Confirm the deletion when prompted.
Once deleted, the integration stops working immediately. If you want to activate the integration again, follow the steps in the Create a Connection section above.
Impact on Existing Integrations Post the UI Update
If you had integrations enabled before this UI update, your configuration has been carried over automatically. You do not need to set up anything up again.
On the integration’s Config tab, you will see a connection already present, labeled Default. This represents your previous configuration, and the integration continues to work as before.
Note: The Default connection is created automatically during migration. You can continue using it as-is or rename it as required. You can also delete the existing connection and create a new one if you want to update the configuration.
Map Existing Documentation to the New UI
If you are using existing knowledge base articles (with references from the old UI), use the following mapping to interpret instructions in the new UI:
| If the article says | Do this instead |
|---|---|
| Enable the integration. | Click Create connection and create a connection. The integration is enabled automatically once the connection is created. |
| Go to the Config page and select a checkbox. | On the integration page, click Create connection and select the appropriate connection type. |
| Update the configuration after enabling the integration. | Enter details while creating the connection. |
| Disable the integration. | Delete the connection. The integration is disabled immediately. |
Example
Old Workflow:
- Go to the BigQuery integration page.
- Switch on the toggle to enable the integration.
- Go to the integration’s Config tab.
- Select the checkbox(es) and click Save.
- Click Connect BigQuery.
- Enter the configuration details and click Create Connection.
New Workflow:
- Go to the BigQuery integration page.
- Click Create connection in the top-right corner.
- Select the connection type. For example, Export data to BigQuery or Import Lists from BigQuery.
- Enter the connection name and required configuration details.
- Click Create Connection.
Why this Change?
This update helps us:
- Simplifies how integrations are configured.
- Supports more flexible and scalable use cases.
- Provides a consistent setup experience across integrations.
Need more help?
For more information or further assistance, contact Wingify Support.