Setting up the ZipWhip Integration
The ZipWhip Integration is a texting service that allows you to text employees and contacts through single texts or sending texts to a large number of people. Additionally, the text conversations will automatically be documented for the related employee or contact records.
*Note* This integration does require additional setup and an existing relationship with ZipWhip. For more information about getting this setup, and pricing inquiries, please contact your TempWorks Account Manager.
*Note* In order to utilize the ZipWhip Integration, users must be logged into apps.ontempworks.com or the auth server.
To begin, navigate to the 'administration' area located in the users navigation tree. Alternatively, it can be found under 'all option's' located within the same tree:
Once in the administration area, select the external services section and locate the ZipWhip integration. Here users can add credentials with the '+' icon. The type of credentials will be based on your contract with ZipWhip. The most common account types are 'per branch' and 'per user':
'Per user' accounts will select 'ServiceRep' and then select the user the credentials are to be assigned to. After that, input the user's ZipWhip credentials in the 'Username' and 'Password' and select 'Save':
After setting these credentials up, Zipwhip will be sent a communication key which will allow Enterprise and ZipWhip to communicate with each other.
*Note* When entering in a username, it must be all digits- no parenthesis , dashes, hyphens etc. This may cause issues when trying to log the messages into the database.