The Connection tab in HighLevel integration settings is designed for Aloware CRM integration admins. It provides tools to manage, validate, and troubleshoot the connection between Aloware and HighLevel.
Integration prerequisites
Before diving into the integration process, there are a few prerequisites you need to meet:
Only Admins can enable the Aloware and HighLevel integration.
The Aloware email must match the HighLevel username/email account for the admin to connect HighLevel to Aloware.
Each user (agent) in Aloware and HighLevel should have the same email address to ensure their activities are properly reported in HighLevel.
How to manage the HighLevel integration in Aloware
Managing your HighLevel integration in Aloware is done through the Connection tab in Integration Settings. Here, admins can enable the integration, validate the connection, and troubleshoot issues.
Step 1: Access integrations in Aloware
Log in to your Aloware Admin account and go to the Integrations tab.
Locate the HighLevel card and click Settings to open the integration page.
Click Authenticate to validate your HighLevel account.
After authenticating, select the specific HighLevel account to integrate with Aloware.
Click Proceed to allow Aloware as your SMS provider.
Step 2: Enable or disable the integration
In the Connection tab, use the toggle switch to turn the integration on or off. Disabling stops synchronization right away.
Step 3: Authenticate or re-authenticate
Click Authenticate to connect HighLevel for the first time. If the session expires, use Re-authenticate to restore access.
Step 4: Verify the connection
Check the status indicator to see if you’re connected. For confirmation, click Test Connection, a success message will appear if it’s working.
Step 5: Review connection details
Scroll down to confirm your User Name, User ID, Location ID, Company ID, and Scopes. If issues occur, review the error logs for troubleshooting.
