How To Set Up a Workiz Integration

💡 What This Is

This integration allows you to sync your customer list from Workiz into GlassHouse using a secure, one-way connection.

Once connected, your customer data will stay updated and ready for outreach—without manual uploads.

🎯 Why You Want to Use It

Use this integration to:

• Keep your customer list automatically up to date

• Eliminate manual CSV uploads

• Ensure your data is ready for outreach and campaigns

• Maintain a single source of truth from your CRM

⚙️ How to Connect Workiz

Collect API Credentials

• API Token

• Auth Secret

Navigate to Integrations

1. Go to Settings

2. Select Integrations

3. Locate Workiz

4. Select Configure

 Enter Credentials

1. Paste the API Token and Auth Secret

2. Complete any additional required fields

3. Click Save / Connect

Run Initial Sync

1. Trigger the initial sync

2. Customer data will begin importing into GlassHouse

Review & Confirm

1. Review the previewed customer list

2. Confirm the import to complete setup

🔄 How Sync Works

• Sync runs automatically in the background (every 2 hours)

• One-way sync only (Workiz → GlassHouse)

• New customers are added automatically

🧪 Testing the Integration

After setup, confirm everything is working:

• Customer count matches expectations

• Fields are mapped correctly (name, phone, email, address)

• Last sync timestamp is visible in the UI

🚨 Common Issues

🧠 Pro Tips

• If data is incomplete in Workiz, it will not sync correctly

• Use this integration to avoid manual imports whenever possible