FAQs/Integrations & tracking/RevSure RB2B Integration Implementation Guide
Integrations & tracking · RevSure FAQs

RevSure RB2B Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button

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2. Select RB2B data source, and it will open a sidebar to configure the connection details

RevSure RB2B Integration Implementation Guide (figure 1)

3. Enter a unique connection name to identify the connection and Select sync frequency, time and timezone to trigger the sync

RevSure RB2B Integration Implementation Guide (figure 2)

4. Click "Connect"

RevSure RB2B Integration Implementation Guide (figure 3)

5. Click "CONFIRM MAPPING" to confirm mapping. Data source will be added, and you will be able to view sync status

RevSure RB2B Integration Implementation Guide (figure 4)

6. Click "CONFIRM"

RevSure RB2B Integration Implementation Guide (figure 5)

7. Click "EXPLORE DATA HUB"

RevSure RB2B Integration Implementation Guide (figure 6)

8. Click "RB2B" connection that was created

RevSure RB2B Integration Implementation Guide (figure 7)

9. Click "Copy Webhook URL"

RevSure RB2B Integration Implementation Guide (figure 8)

10. In a new tab, navigate to https://www.rb2b.com/

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11. Click "Login"

RevSure RB2B Integration Implementation Guide (figure 9)

12. Login to your RB2B Account

RevSure RB2B Integration Implementation Guide (figure 10)

13. Click "Integrations"

RevSure RB2B Integration Implementation Guide (figure 11)

14. Select Webhook integration

RevSure RB2B Integration Implementation Guide (figure 12)

15. Paste the webhook URL that was copied

RevSure RB2B Integration Implementation Guide (figure 13)

16. Click "Save"

RevSure RB2B Integration Implementation Guide (figure 14)
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