Connect

Prerequisites

• Administrator access to a CaptivateIQ organization account

Note: Personal CaptivateIQ accounts are not supported.

Step 1: Generate an API Token in CaptivateIQ

1. Sign in to the CaptivateIQ account.

2. Navigate to Profile Settings.

   

3. Open the API Tokens tab.

4. Enter a descriptive label for the token (for example, Zluri Integration).

5. Select Create.

   

6. Copy the generated API Token and store it securely.

Step 2: Connect CaptivateIQ in Zluri

1. Sign in to Zluri.

2. Open the Integrations Catalog.

   

3. Search for CaptivateIQ.

4. Open the CaptivateIQ Integration page.

5. Select Connect Integration or Connect another instance if an existing connection is already configured.

Step 3: Review and Add Scopes

1. Review the required scopes displayed for the integration.
2. Add additional scopes if required.

Authorization Options

Self-Authorization

• Proceed directly to Step 4.

Co-worker Authorization

1. Enter a co-worker’s details to share the connection request.
2. Zluri sends an invite email or link containing a unique Connect Code.
3. The co-worker can use the code to approve and complete the connection setup.

Step 4: Authorize the Connection

1. Paste the generated API Token into the Token field in Zluri.
2. Enter a connection name and description.
3. Select Connect to complete the integration.

Integration Complete

Zluri connects to CaptivateIQ and begins syncing data automatically.