Profit.co’s integration allows you to connect your account with Favro to help you plan, create, organize and manage your tasks via key results.
Now create and show progress with impressive key results by collaborating your Profit.co account with Favro cards.With this established integration you can plan, create, organize and manage your tasks and works easily.
Note: Only the super users can establish this connection.
Step 1
Navigate to Settings→ integrations → User Level Connectors from the left navigation panel.
Step 2
Now enable the Favro toggle.
Step 3
Now navigate to Preferences → Integrations from the left navigation panel.
Step 4
In the Integrations page, click on the Manage button of Favro.
Step 5
Now click on the Connect to Favro button.
Step 6
To establish the integration, navigate to the Favro login page and Sign in.
Step 7
In your Favro account, click on the My Profile option from the navigation panel.
Step 8
In the My Profile page, click on select API Tokens and click on the Create new token button.
Step 9
Now provide a name for your token and click on the Create token button.
Step 10
Now copy the API token by clicking on the Copy to Clipboard button.
Step 11
Note: The user name that you provide must be the same as that of the username that you provide when you login to your favro account.
Now paste the copied API token in the Profit.co interaction platform and give Connection name, and click Create.
Step 12
Now the integration connection is established successfully.
Step 13
Now create a key result Using Form by clicking on the Add a new key result button.
Note: You can use only Increase KPI , Decrease KPI and Percentage Tracked key results when you integrate your account with Favro.
Step 14
Here Increase KPI is selected and KPI is picked from the list. Now enable the integration toggle and choose Favro connection and click on the pencil icon.
Step 15
A pop up will appear, now give the connection name and choose the organization from the dropdown list.
Step 16
Now navigate to your Favro account and get your card ID from the top of My Cards page.
Step 17
Once you add the card Id the current value of the KR will be auto populated. Click on the Add button.
Step 18
Now the integration connection has been successfully made with the Key result.
Step 19
Now check-in your key result and you will get the value of your KPI same as that of the current value of the key result and it will be the From value of your KPI.
Step 20
When you check-in the value of the key result, it will be adjusted to the current value and your progress will be shown based on the progress of the tasks of Favro.
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