This article walks you through the process of integrating Players 1st with IBS to enable automated survey data collection.
Already Connected?
If you've already established the connection and are looking to configure your automated data collection settings, please refer to this article.
Access the integration hub
The integration hub is where all of our integrations are located.
Open the menu by clicking on the top-right icon
Click on "Accounts & subscriptions" in the menu
Scroll down and click on the button "Integrations"
You have now in the integration hub
Click on the "Manage integration" button on the integration card
Connection process
Note: Connecting with IBS is not fully automated; it involves manual coordination between Players 1st and IBS. However, the user effort required is minimal.
Requesting a connection
In the Integration hub click on the "Manage Integration" for IBS
In the new view click on the "Request Connection" button.
A modal will now pop up and you can click request
Our team will now be notified of your request, allowing us to initiate a request with IBS
Once the connection is successfully established, you'll receive an email notification. In some instances, we may CC you on an email conversation with IBS for clarification.
Failed connection
If the connection fails during the initial setup, there's no need to panic. Our team will be notified automatically and we will reach out to the provider and resolve the issue.
Next Steps: Automated Data Collection
Upon a successful connection, you can proceed to set up your automated data collection settings. To do this, follow the guide here.