Get Your API Keys

Follow the instructions in the First Resonance ION manual to get your API credentials: https://manual.firstresonance.io/api/api-keys

Configure Custom Attributes in ION

Navigate to Settings > Organization within your ION account

Create the following custom attributes

Data Model

Attribute Name

Type

Notes

Parts

Cofactr ID

String

Only required if Sync Parts to ION settings is enabled in integration

Locations

Cofactr ID

String

Only Required if Sync POs to ION or Sync POs from ION is enabled in integrations

Configure Locations in ION

If you are using PO syncing in this integration, you will need to ensure that you have matching Locations in ION for each Address in Cofactr and vice versa.

For each Address in Cofactr, follow these steps:

  1. Copy the Address ID in Cofactr

    SCR-20241105-iqmh.png

  2. Find or create the associated Location in ION

  3. Set the value of the Cofactr ID custom attribute for that Location in ION to the Address ID from step 1

Custom Properties Setup

🛑 Before You Enable the Integration

Before you enable the ION integration in Cofactr, you will need Custom Properties configured within your Cofactr account for Vendor No, Quality Code, and GL Account. Do not enable the integration until these custom properties are showing up here: https://platform.cofactr.com/properties/custom-properties

Enable the Integration

Navigate to the Integrations App in Cofactr

Select the First Resonance ION integration

You will need to provide the clientId and clientSecret from the first step.