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How To Set Up a ClientTether Integration

Learn how to connect your ClientTether account to GlassHouse and automatically sync customer records.

💡 What It Is

The ClientTether integration allows GlassHouse to automatically sync customer records from your ClientTether account. Once connected, your customer data will stay up to date without manual imports.

⚙️ How to Connect

Locate Your ClientTether Credentials

  1. Navigate to Settings → API.
  2. Locate your Access Token.
  3. Locate your Web Key.
  4. Copy both values and keep them available for the next step.

Open Integrations in GlassHouse

  1. Navigate to Settings → Integrations.
  2. Select ClientTether.

Connect Your Account

  1. Enter your Access Token.
  2. Enter your Web Key.
  3. Click Connect.
  4. GlassHouse will automatically validate your credentials.

Run Your First Sync

  1. Select Sync to begin importing your data.
  2. Allow a few minutes for the initial sync to complete.
  3. Verify your customer records appear in GlassHouse.

🙋 FAQs

Question Answer
What data is synced? Customer records from ClientTether are automatically synced into GlassHouse.
What credentials are required? ClientTether requires both an Access Token and a Web Key to connect.
What happens if my credentials change? You'll need to update the integration in GlassHouse using the new credentials.
Can I import historical records? Yes. Use the Sync From Date option when available to import older records.

📌 Important Notes

Note Details
Access Token Required A valid Access Token is required to connect the integration.
Web Key Required A valid Web Key is required to complete setup.
Credential Validation Credentials are verified during setup to ensure a successful connection.
Future Syncs Once connected, GlassHouse will continue syncing data automatically.
 Sync From Date  Use the Sync From Date option to import historical records when   available.

🛠️ Troubleshooting

Issue Possible Cause Resolution
Unable to connect Invalid Access Token Verify the Access Token copied from ClientTether and reconnect.
Unable to connect Invalid Web Key Verify the Web Key copied from ClientTether and reconnect.
No records appear after syncing Initial sync still processing Allow additional time for the sync to complete.
Sync fails Credentials have changed or been revoked Update the integration using current credentials from ClientTether.