This guide walks you through connecting CorrigoPro through Makini Link, so your work orders can be brought across automatically.There are two ways to connect. Read the next section first to pick the one that fits, then follow that set of steps.
Which way should you connect?#
User account
You enter a CorrigoPro username and password, and that's it. Takes about two minutes. Nothing needs to be set up on the CorrigoPro side first.
CorrigoPro Direct API
CorrigoPro's official connection method. It's more reliable and doesn't depend on any one person's login, but you need admin rights in CorrigoPro and a membership level that includes integration. Takes about 15 minutes.If you can use Direct API, use it. Go to the user account method if you don't have admin rights, if your membership doesn't include integration yet, or if you want to get started today and switch later. Switching later is straightforward and doesn't affect anything already set up.
Option A: Connect with a user account#
Step 1: Decide which account to use#
Use a shared company account, not your personal one. Everything the connection does in CorrigoPro, such as accepting work orders, updating them and submitting invoices, happens under the account you enter here. Whoever's login is used will appear as the person who took every one of those actions.That matters for two reasons. Your own activity and the connection's activity get mixed together in CorrigoPro's history, so it's hard to tell what you did from what happened automatically. And if that person leaves the company or their account is disabled, the connection stops working.If you don't already have a shared account for this, create one in CorrigoPro before continuing. Something like "Integration" or "Dispatch System" makes it obvious to your team what it is.Step 2: Enter your credentials#
Choose User account as the connection method, then enter the Username and Password of the account from Step 1. Nothing else is needed.Keeping it working#
The connection breaks if that account's password is changed or the account is disabled. If the password changes, enter the new one on the connection.If your company later turns on password expiry or multi-factor authentication for that account, the connection will stop working and you'll need to move to Direct API instead.
Option B: Connect with Direct API#
You'll need admin rights in CorrigoPro for this. Here's the full setup.Step 1: Check that integration is available to you#
1.
Log in to the CorrigoPro Desktop application at desktop.corrigopro.com.
2.
Look for the CorrigoPro Direct panel on the home page.
You don't have admin rights. Ask whoever manages CorrigoPro at your company to either grant them or do this setup for you.
Your membership level doesn't include integration. The panel will say so if this is the case. You can upgrade from the Membership page, or use the Contact Us form on CorrigoPro Desktop to ask their support team which applies to you.
Step 2: Turn on integration#
On the CorrigoPro Direct panel, switch the Integration toggle to ON. A settings page opens.Step 3: Generate your credentials#
1.
On that settings page, click Regenerate.
2.
CorrigoPro produces two values: a client ID and a client secret.
3.
Copy both. Paste them somewhere safe for a moment; a password manager is best.
4.
Copy the OAuth server URL from the same page.
5.
Note the branch IDs you want synced. CorrigoPro Direct works branch by branch, and it has no way to list your branches, so you name them. A branch ID is the number in the branch's address bar on CorrigoPro Desktop (Company → Branches, then open the branch); several are separated by commas, for example 141714, 141717.
Treat the secret like a password. Anyone who has it can act on your CorrigoPro account. Don't email it, don't put it in a chat message, don't save it in a shared document.
Step 4: Enter your credentials#
Choose CorrigoPro Direct API as the connection method, then fill in the values from Step 3:Branch IDs to sync, comma-separated
https://api.corrigopro.com for every account and is filled in for you; change it under the advanced fields only if CorrigoPro support gives you a different address.Keeping it working#
Direct API credentials don't expire and aren't tied to any individual, so the connection keeps working through staff changes and password resets. The two things that break it are clicking Regenerate in CorrigoPro, and switching the Integration toggle off.
If something goes wrong#
Send us a note describing which step you're on and what you're seeing. Don't include the password or the client secret in that message.
