View, add, and delete connections

View and delete third-party platform connections in your company settings.

Connections are the 3rd party platforms we work with and which are available for you to connect to import and/or export data.

Check where your connections are used

1. Open Company settings:

Modern version

While in a company, click Company settings in the sidebar, or select the [your company] dropdown and click Company settings.

Legacy version

While in a company, click Company settings in the sidebar.

1. In the sidebar, click Connections.
2. Click Edit for the connection you want to check.
3. Select the platform you want to connect to.
4. At Used in, you can see where that connection is being used.

Add a new connection

You can create a connection while setting up most Channable features that rely on a connection, but you can also add a new connection directly in Connections.

1. Open Company settings:

Modern version

While in a company, click Company settings in the sidebar, or select the [your company] dropdown and click Company settings.

Legacy version

While in a company, click Company settings in the sidebar.

1. In the sidebar, click Connections.
2. Click Add a new connection.
3. Select the platform you want to connect to.
4. Fill in the details requested (if any).
5. Click Connect with {platform name}.

Delete a connection

1. Open Company settings:

Modern version

While in a company, click Company settings in the sidebar, or select the [your company] dropdown and click Company settings.

Legacy version

While in a company, click Company settings in the sidebar.

1. In the sidebar, click Connections.
2. Click Edit in the row of the connection you want to delete.
3. Click (gear icon) > Delete connection.