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Octoboard Integration

Agencies using Octoboard can directly integrate clients’ WhatConverts accounts into new or existing Octoboard Dashboards.

    Important: You MUST be using an Agency Account in WhatConverts to integrate with Octoboard.

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

Octoboard Connections

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

Select WhatConverts from Applications in Octoboard

Click “Next“.

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

WhatConverts Metrics for Octoboard

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:

  1. Log in to your WhatConverts account, click “Agency” and “Integrations“. Select “API Keys“.
  2. Click on “Add API Key“.
  3. 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“.