How do I set up a custom integration and save its credentials?

A company Admin or Owner creates a Custom App in Integrations and chooses the team role that matches its work. Available roles are Editor, Operator, Guest, Sales Rep, Fulfillment Service, and Customer Service. Admin and Owner are not available for Custom Apps. Your plan must include API access.

Choose Guest for read-only reporting, or an appropriate operational role for writes. Review the connected system’s needs before changing roles or converting an existing integration. Conversion preserves the integration record, API key, building connections, and order history, but replaces its old permissions with the selected role.

Admins and Owners manage credentials on the Custom App page. Keep credentials in a password manager or secrets vault and in trusted server-side configuration, outside public browser code and source control. Use a separate app for each external system where practical.

See connection headers and a test request. Contact Endless support to rotate credentials and coordinate updating the connected system. See roles and conversion behavior.