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Help Center ▸ Integrations

Octoboard Integration

New Dashboard

Legacy Dashboard

1Log into Octoboard. On the left side menu click "Connections".

2Under Manage Logins click "Connect New Application +" at the bottom of the menu. Locate and select "WhatConverts" from the list of applications.

Click "Next".

3Select the Metrics you would like to view in your Octoboard Dashboard from WhatConverts.

Click "Next".

4Click "Add Account" to connect your WhatConverts account. Give your connection a Name. Enter your API Secret and API Token. To find these values:

Log in to your WhatConverts account, click the "Master Account" icon and select "Master Integrations".
Under API Keys, click on "View Details". Click "+ Generate API Key".
Your API Token will be generated and appear on the page. Click the "lock" icon to reveal the API Secret.

Click "Add". Select the "Account" and "Profile" you wish to connect to Octoboard from the drop down menus and click "Next".
If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

Octoboard users can directly integrate WhatConverts accounts into new or existing Octoboard Dashboards.

Important

Master Account

1Log into Octoboard. On the left side menu click "Connections".

2Under Manage Logins click "Connect New Application +" at the bottom of the menu. Locate and select "WhatConverts" from the list of applications.

Click "Next".

3Select the Metrics you would like to view in your Octoboard Dashboard from WhatConverts.

Click "Next".

4Click "Add Account" to connect your WhatConverts account. Give your connection a Name. Enter your API Secret and API Token. To find these values:

Log in to your WhatConverts account, click "Master Account" and "Integrations". Select "API Keys".
Click on "Add API Key".
Your API Token will be generated and appear on the page. Click the "lock" icon to reveal the API Secret.

Click "Add". Select the "Account" and "Profile" you wish to connect from the drop down menus and click "Next".

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