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# How to integrate Plutio

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1](#Step-1)
* [Step 2.](#Step-2.)
* [Step 3.](#Step-3.)
* [Step 4.](#Step-4.)

---

---
## Description

The all-in-one business management platform designed for freelancers and small businesses. Manage projects, communicate with clients, share files, create proposals, send invoices and get paid - all from one app.

Check out Plutio [here](https://plutio.com/#_r_norbert47) !

---

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# Entities

| Source | Target |
| --- | --- |
| Get Companies | Companies |
| Get Conversation | Conversation |
| Get People | People |

---

---
# Steps

## Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar .

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/2/6/a226a43d0683380/40f54cf5-b5f7-44ba-8f2c-c33b80_xsdpnq.png)

## Step 2.

Enter the Name of the Integration.

You can optionally also enter a description .

And press next.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/9/7/1/19718bbeee80750/3e803ffc-d9e7-4100-8857-77208a_jgyude.png)

## Step 3.

You will be prompted for the **"Client ID"**, **"Client Secret"** and your **"Business name".**

![](https://storage.crisp.chat/users/helpdesk/website/-/c/0/8/f/c08f12f133af3800/2f8935a7-89c2-4541-8b9d-b71a10_oj0sf8.png)

## Step 4.

To obtain your **"Client ID"** and **"Client Secret"** click on **"Settings"** in the bottom left corner on Plutio dashboard then click on **"API Manager".**

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/b/d/b3bd3cad32c06000/78e817bb-e6d8-4186-83c3-c3c9fd_1yhtt03.png)

Click **'Create Connection'** on your Plutio Dashboard.

Give it a name and select the latest available API Version from the 'API Version' dropdown.

Scroll to the bottom and click **"Create"**.

Copy the **"Client ID"** to SyncSpider.

![](https://storage.crisp.chat/users/helpdesk/website/-/3/e/8/4/3e844dc04ae66c/28f84006-4334-4d16-9db8-617231_rt6md9.png)

Copy the **"Client Secret"** to SyncSpider.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/0/c/f/60cf5adbc746c800/77505b83-7343-4f12-9753-00b137_1qincxs.png)

And lastly type out your **"Business name"** in SyncSpider!

Click Finish.

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**Plutio** is just one of the tools we support!

To check the list of the tools and features we support, please click [here.](https://www.syncspider.com/integrations/)

If you don't see your favorite tool on our list, please take the time and send us a request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) to create an integration for you OR Up-vote it if it's already on the list :)

We develop the integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [[email protected]](/cdn-cgi/l/email-protection#9be8eeebebf4e9efdbe8e2f5f8e8ebf2fffee9b5f8f4f6) or our Chat Widget!