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Requesting an access token
How authentication works The Gold-Vision API uses OAuth 2.0 client credentials — an industry-standard approach designed for server-to-server integrations where there’s no user login involved. You exchange your client ID...
Retired Versions
...database if you are currently using it. Gold-Vision 8 includes modern security controls and a much improved user interface and integrations. Please get in touch with us on support@gold-vision.com should...
Configuring Loqate Email Validation
...The first step is install the Loqate Integration from our storefront. In Settings select Integrations Select Loqate Data Validation Install Close modal Configure Settings Click on Manage against Loqate once...
Configuring the Eventbrite Integration
...allow users to choose where the information from Eventbrite is brought to Gold-Vision Go to Settings are then select Integrations Mappings then choose Eventbrite Integration Close modal The mappings available...
Introduction to Sales
Who is it aimed at? Anyone looking to manage the Sales Process in Gold-Vision. What does it cover? During this webinar we will cover lead management & webform integrations, managing...
Financial Entities
...To create a new Financial Entity use the New Icon. Close modal Info When creating a new Financial Entity, the External ID is a unique 3rd party code for integrations....
Portal Management
...Endpoints – You can add API end-points to use on your own site which connects with Gold-Vision for example Leads. Tip Data Endpoints are used for Web Form Integrations to...
Updates
...Lead Assignment list has the correct title Users can now filter Leads on Status Leads can now be updated when popping out Integrations / Plugins Filtering on the Navision Date...
Using your Sage 200 integration
...is a standard solution we can enable for integrations if required. Transaction history is imported to purposed built extension tables within Gold-Vision. Importing transaction history into Gold-Vision allows users to:...
Microsoft Dynamics NAV Integration Overview
...streamline business processes, such as customer integrations and sales processes: Close modal Close modal Our integration with Dynamics NAV will allow for the following actions: Create a new Dynamics...