Setup the Campfire Integration

Connect Maxio to Campfire with a Campfire API key, then choose the Campfire entity that Maxio posts to. A first manual sync confirms the connection works before you turn on any Send steps or a sync schedule.

Before you begin

Confirm that you have the following before you start:

• The Admin role in Maxio.
• A Campfire API key, generated in your Campfire account.
• The Campfire integration turned on for your account by Maxio Support.

Important: If Campfire doesn't appear in the Left Menu, contact Maxio Support to have the integration turned on first.

Step 1: Connect Maxio to Campfire

Maxio tests the API key with Campfire before it saves it, so a key that doesn't work is never stored.

To connect Maxio to Campfire

1. Go to Left Menu > Campfire.
2. Click the plug icon (Connect to Campfire).
3. Paste your Campfire API key into the API Key field.
4. Click Save.

Once the key is accepted, Maxio shows Connected to Campfire., retrieves your Campfire entities, and sets up the default field mappings for every sync step. If Campfire rejects the key, Maxio shows Authentication failed. Check the API key and try again. and nothing is saved.

Step 2: Choose your Default Entity

Every Invoice, credit memo, Payment, and Deposit that Maxio sends goes to a Campfire entity, and the Default Entity is the one Maxio uses when a mapping doesn't name another. The entity also sets the integration's currency.

To choose your Default Entity

1. Go to Left Menu > Campfire, then click the gear icon (Integration Settings).
2. Click the pencil icon (Edit Settings).
3. In the Configuration section, select your Default Entity.
4. (Optional) In the Synchronization section, enter a Sync Records On Or After date. Only records on or after this date sync. Leave it blank to sync all history.
5. Leave Sync Schedule set to Manual Sync Only while you test.
6. Click Save.

Maxio fills in Currency and Subsidiary Name from the entity you selected.

Step 3: Run a test sync

Run one manual sync to confirm that Maxio can read your Campfire data. The Send steps stay hidden until Maxio Support turns them on, so a test sync only retrieves data from Campfire.

To run a test sync

1. Go to Left Menu > Campfire.
2. Click the sync icon (Sync Reference Data).
3. In the Synchronization table, confirm that each step that's turned on shows a new Last Sync Date. Get Invoices, Get Payments, and Get Credit Memos are off by default, so they don't run in this test.
4. Open the Issues tab and review anything the sync couldn't import.

Change or remove the API key

The API key can't be edited after you connect. To use a different key, disconnect and connect again.

To disconnect from Campfire

1. Go to Left Menu > Campfire.
2. Click the eject icon (Disconnect from Campfire).
3. Click Disconnect.

Maxio clears the API key and the connection settings that came from Campfire. To reconnect, repeat Step 1.

Next steps

Once the test sync succeeds, choose the accounts and options that control what Maxio sends to Campfire. Continue to Configure the Campfire Integration.