Step 1: Create a new connector
This can be done from the overview of the relevant customer or via the Connections module. If
you want to do this from the module, proceed as follows:
By clicking Configure, you can add a new connection. You only need to provide a name.
By clicking Save, you will return to the Connector List. Here, you will see the new connection and
the key associated with it. Since the connector has not yet been linked to a customer, you will see
‘None’ under the customer name.
Step 2: Select the correct customer for the connector
Go to the overview of the customer for whom you want to create the connection. At the bottom,
you will see the Climapulse Connector option. Click Add.
If you have already created a connection through the module, as explained above, you can select
it here. If you have not yet created a connection through the module, you can also create one
directly from this page (simply provide a name in the first field).
Once this has been saved, a confirmation message containing the key for the connection will
appear. This key must be provided to the Connect customer. From this page, you can also send
an email if desired. You must choose to send the email yourself by clicking the button.
Step 3: The Connect customer receives the connector key
The Connect user must go to Admin, click Connectors, and then click New.
The user then provides a name for the connector and enters the received key. After saving this,
the user will be taken to the connector page.
When new installations come in from Service, they can be linked to the correct locations here. It is
also possible to configure automatic placement based on the location.
