Table of Contents

Quantive

Kana Sasaki Updated by Kana Sasaki

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This integration can use only Enterprise Plan.

Advance preparation

How to log into Quantive

On the Quantive login page , enter your email address and password to log in.

How to get a workspace key

After logging in to Quantive, go to Stettings > INTEGRATIONS > API Tokens .

The Account ID on the API Tokens page will be your workspace key , so copy and save it. Then, the API Token will be your access token , so click Issue token to generate it. Please check here for how to generate a token.

Setting up the integration

On the Money Forward Admin integration screen, search for "Quantive" .

Enter the workspace key and account token obtained in the previous step and click Integrate .

The workspace name is optional.

Entering a Region is optional. Verify your Account Domain and enter us/as/sa or leave blank.

https://account*******.as .quantive.com /

If the connection with Quantive is successful, the registered user information will be displayed in the account list.

If it doesn't complete successfully, edit it from the Status tab on the Integration screen and try the integration again.

If the issue is not resolved, please contact us via chat.

How did we do?

ProtoPie

Quay

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