Omie is an Enterprise Resource Planning (ERP) system that offers integrated solutions for areas such as finance, sales, and procurement. Integrating it with Zenvia Customer Cloud allows you to keep your contact database always up-to-date in real-time, facilitating management and optimizing processes.
⚠️ Attention: This integration is available only for users with Viewer, Operator or Admin profiles and for the Specialist, Expert, Professional, and Enterprise plans.
💡 Tip: Curious about ERPs, their purposes, and use cases? Visit the article ERPs in Zenvia Customer Cloud to learn more.
Therefore, if you already use this ERP, to integrate it with our solution, you need to obtain the access credentials APP_KEY and APP_SECRET provided by Omie.
In Omie:
- Log in to Omie at https://app.omie.com.br/login/;
- Obtain your access credentials:
- In My apps, click on the gear icon and then on App Summary. At the bottom of the page, you will find the "Integration Key (API)" area with the credentials.
- Alternatively, in the Developer Area, click on Apps to obtain the credentials.
In Zenvia Customer Cloud:
- Go to the menu Settings > Integrations;
- Look for Omie and click on Integrate to open the details fields;
- Enter the access credentials in the respective fields: APP_KEY and APP_SECRET;
- Click Integrate to validate the credentials.
Done! Your contacts will be inserted and can be accessed in Contacts > Contact base, or you can check your latest imports in Import history.