Connect to Intercom

Overview

This guide will walk you through establishing a connection required for the Intercom integration. It is divided into two sections. 

• Before You Begin
• Establish Connection

Section 1: Before You Begin

Intercom Administrator Role

• The Customer must have the administrator role.

Section 2: Establish Connection

Task 1: Paylocity Representative Generates Link

This Task will be completed by a representative from Paylocity while on a call with the Customer. 

• Step 1: On the left menu, click/expand Integration Management.

• Step 2: Click Apps from the drop-down menu.

• Step 3: Scroll down until you see the Intercom application. Click the application icon or anywhere within the row where the Intercom application is located.

• Step 4: You will be taken to the Intercom screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right-clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open. 

Task 2: Customer Connects to Intercom

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser and press Enter. It will take you to the screen shown below. Click the Connect button. 

• Step 2: Log in to your Intercom account. 

• Step 3: You will be taken back to Intercom and prompted to authorize the integration. Click the Authorize Access button located at the bottom of your screen. 

• Step 4: You will see the screen shown below. This indicates that your credentials were stored for the integration.

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Section 2, Task 2, Step 4), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the Intercom page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the Intercom connection has been established, and the connection can be used for Intercom.
    • If the connection fails, check and correct the Intercom credentials.