Certinia integration (Previously FinancialForce)

Follow these steps to connect to your Certinia Data Source for PrediktAI and use your imported data in any of our dashboards and reports.

Instructions

1. Connect to your PrediktAI account
2. Open the Integrations page
3. Click on the "Add integration button"
4. Select the Certinia integration from the dropdown menu (you can start typing in the field for faster access)
5. Click on the "Next" button
6. Review the integration information
7. Click on the "Next" button
8. You will be redirected to your Certinia account OAUTH screen
   1. Optionally, authenticate with your Certinia credentials if you're not already logged in
   2. Optionally, select the Certinia permissions
9. Click on the "Next" button
10. After up to 10 minutes, your dashboards and reports data will automatically be updated with the provided values.

Important 

• In case of conflict, data from other data sources will have precedence over the Google Sheet data.