# Locoia ## Locoia - [Overview](https://docs.locoia.com/readme.md): Locoia is the low-code all-in-one iPaaS solution 🛠️ for companies of all sizes⚡ - [Account and User Settings](https://docs.locoia.com/account-settings.md) - [User types](https://docs.locoia.com/account-settings/user-types.md): Users types and their permissions - [Adding Users](https://docs.locoia.com/account-settings/adding-new-users.md) - [Teams](https://docs.locoia.com/account-settings/teams.md): What are teams? How to use them? - [Access Permissions](https://docs.locoia.com/account-settings/access-permissions.md): Many companies require access on a "need to know basis" in order to limit the access of flows, dashboard and other information. - [2 Factor Authentication 2FA](https://docs.locoia.com/account-settings/two-factor-authentication-2fa.md) - [Versioning and Snapshots](https://docs.locoia.com/account-settings/versioning-and-snapshots.md): Versioning and snapshots allow you to revert back to a previous version of your objects (e.g. Flows, etc.) - [Activity Log](https://docs.locoia.com/account-settings/activity-log.md): The Activity Log logs all changes made in your Locoia Account - [Reset your Password](https://docs.locoia.com/reset-your-password.md): Reset or forgot your username or password - [Invoices and Payments](https://docs.locoia.com/invoices-and-payments.md) - [Flow Builder](https://docs.locoia.com/automation/flow-builder.md): Everything you need to know about building flows in our Flow Builder! - [Flow Building Best Practices](https://docs.locoia.com/automation/flow-builder/flow-building-best-practices.md): Learn how to build robust and scalable flows. - [Jinja Template Language](https://docs.locoia.com/automation/flow-builder/jinja2-template-language.md) - [Jinja: (Custom) variables, wildcards and functions](https://docs.locoia.com/automation/flow-builder/jinja2-template-language/using-custom-variables-wildcards-and-functions.md) - [Magic Code Samples](https://docs.locoia.com/automation/flow-builder/jinja2-template-language/magic-code-samples.md): Jinja code examples for tricky things. - [Connectors & APIs](https://docs.locoia.com/automation/flow-builder/connectors-and-apis.md) - [Titles and References](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/titles-and-referencing-refids-of-connectors-and-helpers.md): Titles and JsonRefs for Connectors and Helpers - [Referencing data of objects, lists, arrays - how to pass data dynamically](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/referencing-data-of-dicts-lists-arrays-how-to-pass-data-dynamically.md): Referencing data of dictionaries (dicts or objects), lists, arrays - how to pass data dynamically - [Accessing Objects with JSONPath](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/accessing-objects-with-jsonpath.md): Accessing Objects and List Items with JSONPath in the Flow Builder Results - [Merging nested JSON objects](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/merging-nested-json-objects.md) - [Parsing JSONs from String](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/parsing-jsons-from-string.md) - [Response Headers & Status Codes](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/response-headers-and-status-codes.md): How can I access response headers and status codes from Connectors, APIs and REST Helper - [Custom Data Fields](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/custom-data-fields.md): How to use custom data fields you generated in your Apps and APIs? - [Wildcard API calls and actions](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/wildcard-api-calls-and-actions.md) - [Response cleaning](https://docs.locoia.com/automation/flow-builder/connectors-and-apis/response-cleaning.md): Function characters are automatically removed to ensure valid JSON responses - [Text Strings, Date & Time, Numbers and Currencies](https://docs.locoia.com/automation/flow-builder/smart-data-wrangling.md) - [Text and Strings](https://docs.locoia.com/automation/flow-builder/smart-data-wrangling/text-and-string-manipulation.md): Text manipulation and adjustments - How to work with text? - [Dates & Time](https://docs.locoia.com/automation/flow-builder/smart-data-wrangling/dates-time-and-datetime.md): Smart Data modification - Date, Time and Datetime and how to tweak it your way - [Numbers (Thousand Separators, Currencies)](https://docs.locoia.com/automation/flow-builder/smart-data-wrangling/number-formatting-thousand-separators-currencies.md): Juggling different number formats can be intimidating - but thanks to the power of Jinja, nothing is impossible: - [Email-formatting](https://docs.locoia.com/automation/flow-builder/email-formatting.md): This is how you best format email addresses - [Code Fields](https://docs.locoia.com/automation/flow-builder/code-fields-search-and-replace.md): Searching and replacing in code fields - [Running single Flow steps](https://docs.locoia.com/automation/flow-builder/running-single-flow-steps.md): Run individual Flow steps for testing & debugging. - [Flow run data retention, logging, and error notifications](https://docs.locoia.com/automation/flow-builder/flow-run-data-retention-and-logging.md): Flow data retention time (days) for data security and frugality - [Advanced View](https://docs.locoia.com/automation/flow-builder/advanced-view.md): When is the advanced view helpful for me? - [Dynamic Title](https://docs.locoia.com/automation/flow-builder/dynamic-title.md): Adding dynamic data to step titles - [Custom Error Handling](https://docs.locoia.com/automation/flow-builder/custom-error-handling.md): Custom error handling within a Flow for each step (or node a.k.a. Connector or Helper) of a Flow - [Error Handling Flows](https://docs.locoia.com/automation/flow-builder/error-handling-flows.md): A custom Flow to handle all errors or log errors and send error logs to a destination of your choosing, e.g. DataDog, Slack, etc. - [Automatic Pagination](https://docs.locoia.com/automation/flow-builder/automatic-pagination.md): Making complex pagination as easy as a click of a button - [Flow Debugger](https://docs.locoia.com/automation/flow-debugger.md): The Flow Debugger provides details over all previous and current Flow Runs and their logs. - [Automatic Retrying](https://docs.locoia.com/automation/flow-debugger/automatic-retrying.md): Automatic retrying of failed flows due to third party timeouts, downtimes, or rate limits - [Run Flows again](https://docs.locoia.com/automation/flow-debugger/run-flows-again.md): With "Run again" you can re-run a flow with the same webhook input as the original Flow Run - [Troubleshooting Flows](https://docs.locoia.com/automation/flow-debugger/troubleshooting-flows.md): Depending on the type of error and Flow there are different ways to effectively troubleshoot Flows - [Community Library](https://docs.locoia.com/automation/community-library.md): How can I find and reuse pre-templated Flows from the Community Library? - [Connectors](https://docs.locoia.com/connectors/connectors.md) - [Monday.com](https://docs.locoia.com/connectors/connectors/monday.com.md) - [ActiveCampaign](https://docs.locoia.com/connectors/connectors/activecampaign.md) - [Aircall](https://docs.locoia.com/connectors/connectors/aircall.md) - [Allthings](https://docs.locoia.com/connectors/connectors/allthings.md) - [Amplitude](https://docs.locoia.com/connectors/connectors/amplitude.md) - [Animus](https://docs.locoia.com/connectors/connectors/animus.md) - [Assetti](https://docs.locoia.com/connectors/connectors/assetti.md) - [Awork](https://docs.locoia.com/connectors/connectors/awork.md) - [AWS RDS Database - How to connect](https://docs.locoia.com/connectors/connectors/aws-rds-database-how-to-connect.md) - [bubble.io](https://docs.locoia.com/connectors/connectors/bubble.io.md) - [Casavi](https://docs.locoia.com/connectors/connectors/casavi.md) - [Chargebee](https://docs.locoia.com/connectors/connectors/chargebee.md) - [CleverReach](https://docs.locoia.com/connectors/connectors/cleverreach.md) - [comgy](https://docs.locoia.com/connectors/connectors/comgy.md): comgy digitizes the measurement, visualization and billing of heat, water and electricity consumption in real estate. - [commercetools](https://docs.locoia.com/connectors/connectors/commercetools.md) - [Everreal](https://docs.locoia.com/connectors/connectors/everreal.md) - [Exact Online](https://docs.locoia.com/connectors/connectors/exact-online.md): Cloud business software for SMEs and their accountants - [Facebook Marketing](https://docs.locoia.com/connectors/connectors/facebook.md): Facebook custom audiences - [Fahrländer Partner](https://docs.locoia.com/connectors/connectors/fahrlaender-partner.md): FPRE provides market data, valuation models and benchmarks via standardized interfaces (API) and thus enables seemless integration into digital processes. - [FastBill](https://docs.locoia.com/connectors/connectors/fastbill.md) - [FILESTAGE.io](https://docs.locoia.com/connectors/connectors/filestage.io.md) - [Freshdesk](https://docs.locoia.com/connectors/connectors/freshdesk.md) - [Freshsales](https://docs.locoia.com/connectors/connectors/freshsales.md) - [Google Ads](https://docs.locoia.com/connectors/connectors/google-ads.md): Google Ads (formerly Google AdWords) is an online advertising platform by Google. - [Google Ads Lead Form](https://docs.locoia.com/connectors/connectors/google-ads-lead-form.md): Google Ads Lead Form extension to collect leads right in the search engine results. - [Google Analytics](https://docs.locoia.com/connectors/connectors/google-analytics.md): Google Analytics is the measuring tool for advertising ROI and user behaviour. - [Google Chat](https://docs.locoia.com/connectors/connectors/google-chat.md): Google Chat is a work-focused communication tool - [Google Drive](https://docs.locoia.com/connectors/connectors/google-drive.md) - [Google Sheets](https://docs.locoia.com/connectors/connectors/google-sheets.md): Use Google Sheets to create and edit online spreadsheets. - [Gmail](https://docs.locoia.com/connectors/connectors/gmail.md) - [HubSpot](https://docs.locoia.com/connectors/connectors/hubspot.md): Details on usability and limitations of the Hubspot Connector in Locoia. - [Heyflow](https://docs.locoia.com/connectors/connectors/heyflow.md): Heyflow helps you create, design and integrate interactive flows. - [iDWELL](https://docs.locoia.com/connectors/connectors/idwell.md) - [ImmobilienScout24](https://docs.locoia.com/connectors/connectors/immobilienscout24.md) - [Instagram Ads](https://docs.locoia.com/connectors/connectors/instagram-ads.md) - [Intercom](https://docs.locoia.com/connectors/connectors/intercom.md) - [klaviyo](https://docs.locoia.com/connectors/connectors/klaviyo.md) - [Kiwi Opening Doors](https://docs.locoia.com/connectors/connectors/kiwi-opening-doors.md) - [Klenty](https://docs.locoia.com/connectors/connectors/klenty.md): Sales Engagement Software to send personalized emails & automated follow-ups at scale - [Klipfolio](https://docs.locoia.com/connectors/connectors/klipfolio.md): Automate the monitoring, exploration and sharing of your metrics and KPIs using Klipfolio's real-time dashboard and analytics platform. - [Kolibri CRM](https://docs.locoia.com/connectors/connectors/kolibri-crm.md): https://kolibri.software - [konfipay](https://docs.locoia.com/connectors/connectors/konfipay.md) - [KUGU](https://docs.locoia.com/connectors/connectors/kugu.md) - [Shopify](https://docs.locoia.com/connectors/connectors/shopify.md) - [S3 AWS](https://docs.locoia.com/connectors/connectors/s3-aws.md) - [SQS AWS](https://docs.locoia.com/connectors/connectors/sqs-aws.md) - [Lambda AWS](https://docs.locoia.com/connectors/connectors/lambda-aws.md) - [Learnster](https://docs.locoia.com/connectors/connectors/learnster.md) - [lexoffice](https://docs.locoia.com/connectors/connectors/lexoffice.md) - [LineMetrics](https://docs.locoia.com/connectors/connectors/linemetrics.md) - [Linkedin](https://docs.locoia.com/connectors/connectors/linkedin.md) - [Locoia](https://docs.locoia.com/connectors/connectors/locoia.md): Locoia Connector - [Notion](https://docs.locoia.com/connectors/connectors/notion.md): Information about our Notion Connector - [MailGun](https://docs.locoia.com/connectors/connectors/mailgun.md) - [Makula](https://docs.locoia.com/connectors/connectors/makula.md): makula.io - [Microsoft Dynamics 365](https://docs.locoia.com/connectors/connectors/microsoft-dynamics-365.md): Microsoft Dynamics 365 Business Central - [Microsoft OneDrive](https://docs.locoia.com/connectors/connectors/microsoft-onedrive.md): Microsoft OneDrive and SharePoint - [MixPanel](https://docs.locoia.com/connectors/connectors/mixpanel.md) - [MongoDB](https://docs.locoia.com/connectors/connectors/mongodb.md): MongoDB is a flexible, document-based, distributed modern database. - [Odoo](https://docs.locoia.com/connectors/connectors/odoo.md): Odoo jsonrpc API connections. - [OnFleet](https://docs.locoia.com/connectors/connectors/onfleet.md) - [OnOffice](https://docs.locoia.com/connectors/connectors/onoffice.md) - [Oracle NetSuite](https://docs.locoia.com/connectors/connectors/netsuite.md): NetSuite is a cloud business software suite, including accounting, ERP, CRM and e-commerce products. - [Outbrain](https://docs.locoia.com/connectors/connectors/outbrain.md) - [Quickbooks](https://docs.locoia.com/connectors/connectors/quickbooks.md) - [Trello](https://docs.locoia.com/connectors/connectors/trello.md) - [PandaDoc](https://docs.locoia.com/connectors/connectors/pandadoc.md) - [Personio](https://docs.locoia.com/connectors/connectors/personio.md) - [Pinterest Ads](https://docs.locoia.com/connectors/connectors/pinterest-ads.md) - [Pipedrive](https://docs.locoia.com/connectors/connectors/pipedrive.md) - [Plentific](https://docs.locoia.com/connectors/connectors/plentific.md) - [PriceHubble](https://docs.locoia.com/connectors/connectors/pricehubble.md): Real estate appraisal, advice and analysis solutions for real estate professionals. - [relay](https://docs.locoia.com/connectors/connectors/relay.md): Relay is connected to casavi, the platform for efficient and customer-oriented property management. - [REALCUBE](https://docs.locoia.com/connectors/connectors/realcube.md) - [Sage ERP](https://docs.locoia.com/connectors/connectors/sage-erp.md) - [Salesforce](https://docs.locoia.com/connectors/connectors/salesforce.md) - [SAP](https://docs.locoia.com/connectors/connectors/sap.md) - [Scoro](https://docs.locoia.com/connectors/connectors/scoro.md) - [Seafile](https://docs.locoia.com/connectors/connectors/seafile.md) - [sevDesk](https://docs.locoia.com/connectors/connectors/sevdesk.md) - [SharePoint](https://docs.locoia.com/connectors/connectors/sharepoint.md) - [SharpSpring](https://docs.locoia.com/connectors/connectors/sharpspring.md) - [Slack](https://docs.locoia.com/connectors/connectors/slack.md) - [Snapchat Marketing](https://docs.locoia.com/connectors/connectors/snapchat-marketing.md) - [Snowflake](https://docs.locoia.com/connectors/connectors/snowflake.md) - [Teamleader Focus](https://docs.locoia.com/connectors/connectors/teamleader-focus.md) - [Teamwork.com](https://docs.locoia.com/connectors/connectors/teamwork.com.md) - [Tableau](https://docs.locoia.com/connectors/connectors/tableau.md) - [TikTok](https://docs.locoia.com/connectors/connectors/tiktok.md): TikTok video portal connector and API integration. - [TinQwise](https://docs.locoia.com/connectors/connectors/tinqwise.md) - [The Trade Desk](https://docs.locoia.com/connectors/connectors/the-trade-desk.md) - [Twitter](https://docs.locoia.com/connectors/connectors/twitter.md): Twitter API - [Typeform](https://docs.locoia.com/connectors/connectors/untitled-1.md): Typeform provides an easy way to create forms and surveys. - [WordPress](https://docs.locoia.com/connectors/connectors/wordpress.md) - [Xero](https://docs.locoia.com/connectors/connectors/xero.md) - [Youtube](https://docs.locoia.com/connectors/connectors/youtube.md) - [Zendesk](https://docs.locoia.com/connectors/connectors/zoom.md): Zendesk sells a cloud-based customer support platform that includes helpdesk ticketing. - [Zoho CRM](https://docs.locoia.com/connectors/connectors/zoho-crm.md) - [Zoom](https://docs.locoia.com/connectors/connectors/zoom-1.md) - [Helpers](https://docs.locoia.com/connectors/helpers.md) - [Scheduler](https://docs.locoia.com/connectors/helpers/scheduler-helper.md): Triggering flows - [Webhook](https://docs.locoia.com/connectors/helpers/webhook-helper.md): Triggering flows with webhooks - [Dict Helper](https://docs.locoia.com/connectors/helpers/dict-helper.md): Replace, add or filter for dictionaries or lists a.k.a. JSON objects - [Spreadsheet Helper](https://docs.locoia.com/connectors/helpers/spreadsheet-helper.md): Used for spreadsheet and SQL like operations, like grouping or joining data. - [REST Helper](https://docs.locoia.com/connectors/helpers/rest-helper.md): Make API requests - [Boolean Helper](https://docs.locoia.com/connectors/helpers/boolean-helper.md): Making decisions based on comparing data - [Multi Case Helper](https://docs.locoia.com/connectors/helpers/multi-case-helper.md): Route the Flow path based on the value of a variable - [Looper](https://docs.locoia.com/connectors/helpers/loop-helper.md): Looping over lists, dicts and arrays - [FTP Helper](https://docs.locoia.com/connectors/helpers/ftp-client.md): FTP client that enables file manipulation on an FTP server - [CSV Helper](https://docs.locoia.com/connectors/helpers/csv-helper.md): Read, manipulate and write CSV files from urls or ingested via email - [XLSX Helper](https://docs.locoia.com/connectors/helpers/xlsx-helper.md): Retrieving data and writing data into XLS and XLSX - [Mail Sender](https://docs.locoia.com/connectors/helpers/mail-helper.md): Sending emails including attachments - [Flow Trigger](https://docs.locoia.com/connectors/helpers/multi-flow-trigger.md): Executing another flow to split up logic in smaller chunks - [File Storage Helper](https://docs.locoia.com/connectors/helpers/file-storage-helper.md): Store and save files you later want to access publicly - [Terminate Helper](https://docs.locoia.com/connectors/helpers/terminate-helper.md): Stop a flow after a Boolean Helper or Loop Helper - [Delay Helper](https://docs.locoia.com/connectors/helpers/delay-helper.md): Pause flow execution for some time - [SQL Connector](https://docs.locoia.com/connectors/helpers/sql-helper.md): Connect to SQL databases, retrieve data, and execute SQL statements - [PDF Helper](https://docs.locoia.com/connectors/helpers/pdf-creator-helper.md): Create PDFs from HTML with CSS - [Zip Helper](https://docs.locoia.com/connectors/helpers/zip-helper.md): Zip and unzip files and encrypt them with a password - [Data Warehouse Helper](https://docs.locoia.com/connectors/helpers/data-warehouse-helper.md): Upsert to and read data from Data Sources - [XML Helper](https://docs.locoia.com/connectors/helpers/xml-helper.md) - [Form Helper](https://docs.locoia.com/connectors/helpers/form-helper.md): Include forms to gather user input on Embed (white label integration portal) for use in Flows - [Arrow](https://docs.locoia.com/connectors/helpers/arrow.md): Connecting connectors or helpers - [Error Arrow](https://docs.locoia.com/connectors/helpers/error-arrow.md): Connecting Connectors for manual error handling - [Authentication Types Available](https://docs.locoia.com/connectors/authentication.md) - [Setting up authentication](https://docs.locoia.com/connectors/authentication/setting-up-authentication.md) - [OAuth1](https://docs.locoia.com/connectors/authentication/oauth1.md): Here are all details about configuring Connectors to authenticate with OAuth1 - [OAuth2](https://docs.locoia.com/connectors/authentication/oauth2.md): Here are all details about configuring Connectors to authenticate with OAuth2 - [Refreshable token](https://docs.locoia.com/connectors/authentication/refreshable-token.md): Here are all details about configuring Connectors to authenticate with Refreshable Tokens - [AWS Signature](https://docs.locoia.com/connectors/authentication/aws-signature.md) - [Basic Auth and Other Simple Authentication Methods](https://docs.locoia.com/connectors/authentication/basic-auth-and-other-simple-authentication-methods.md): Basic Auth, Bearer Token, API Key, and other special cases. - [How are API versioning and API updates handeled?](https://docs.locoia.com/connectors/authentication/how-are-api-versioning-and-api-updates-handeled.md): New API versions and updates of APIs. - [Custom OAuth2 clients (apps)](https://docs.locoia.com/connectors/authentication/custom-oauth2-clients-apps.md): Use your own instead of Locoia's OAuth2 clients - [Building Connectors](https://docs.locoia.com/connectors/building-connectors.md): You can easily add and build connectors for Locoia. - [Base Connector Setup](https://docs.locoia.com/connectors/building-connectors/base-connector-setup.md): Collection of parameters for the general setup of a connector which all actions and endpoints inherit. - [Connector Auth Validation](https://docs.locoia.com/connectors/building-connectors/base-connector-setup/connector-auth-validation.md): The automatic Connector Auth validation feature automatically checks whether the credentials for a Connector Auth are correct or not during the creation of a it. - [GraphQL APIs](https://docs.locoia.com/connectors/building-connectors/base-connector-setup/graphql-apis.md): This feature shows the typical GraphQL autocomplete, which is derived from the API's schema, in GraphQL code fields. - [Rendering with User Input](https://docs.locoia.com/connectors/building-connectors/base-connector-setup/rendering-with-user-input.md): The base domain, header, url token extension, and config can be flexibly rendered with user input from Connector Auths. - [Building Connector Actions](https://docs.locoia.com/connectors/building-connectors/building-connector-actions.md): We provide our SaaS customers an easy way to manage their own connectors and its actions and endpoints. - [Actions Examples](https://docs.locoia.com/connectors/building-connectors/building-connector-actions/actions-examples.md): Examples of best practice created actions - [Search Automation](https://docs.locoia.com/connectors/building-connectors/search-automation.md): This will automatically do the entire pagination logic and will output a nice 'flat' list of records. - [Pagination Automation](https://docs.locoia.com/connectors/building-connectors/pagination-automation.md): This will automatically do the entire pagination logic and will output a nice 'flat' list of records. - [Uploading Files in Actions](https://docs.locoia.com/connectors/building-connectors/uploading-files-in-actions.md): Here is everything you need to know to configure action so that they can upload files. - [Working with SOAP APIs](https://docs.locoia.com/connectors/building-connectors/working-with-soap-apis.md): This section explains how to configure Connector Actions that interact with SOAP Web Services. - [Super Actions](https://docs.locoia.com/connectors/super-actions.md): Super Actions are Flows built by Locoia which are contained in Actions - [Webhook Trigger for Connectors](https://docs.locoia.com/connectors/webhook-trigger-for-connectors.md): Enables creation of webhooks in third party system directly in Locoia. - [Data Mapping and Env Variables](https://docs.locoia.com/connectors/data-mapping-and-env-variables.md) - [Embed Overview](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup.md): A Seamless Journey: Implementing Locoia Embed in your application - [1. Embed Flow](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/flow-building.md): Embed Flows with Locoia: A Quick Start Guide - [1.1 Creating Embed Flows](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/flow-building/creating-embed-flows.md): Embed Flows: essential features and best practices - [1.2 Updating Embed Flows](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/flow-building/updating-embed-flows.md): Update Embed Flow: things to consider - [1.3 Embed Error Handling](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/flow-building/error-handling.md): Embed Flow: find and handle errors - [1.4 Setting up Callbacks for Integration activation/deactivation](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/flow-building/1.4-setting-up-callbacks-for-embed-activation-deactivation.md): Embed Flow: Callbacks set up and lifecycle automation - [1.5 Setting up Remote search](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/flow-building/1.5-setting-up-remote-search.md): Steps to set up Remote Search for End user - [1.6 Setting up End User logs](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/flow-building/1.6-setting-up-end-user-logs.md): Give your end users more details about the integrations they have enabled. - [2. Configure Embed](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/2.-configure-embed.md): Embed Creation: a comprehensive guide - [2.1 Embed Integration via SSO](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/2.-configure-embed/embed-integration-via-sso.md): How to setup the white label integration portal for SaaS companies with SSO - [2.2 Proprietary connector setup](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/2.-configure-embed/proprietary-connector-setup.md): Proprietary Connectors in Embed - [2.3 Sharing level](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/2.-configure-embed/sharing-level.md): Embed sharing levels: User vs. Account perspectives - [2.4 Consent screen](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/2.-configure-embed/consent-screen.md): Getting GDPR / DSGVO compliant consent from your users to use integrations. - [2.5 Account Secrets](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/2.-configure-embed/2.5-account-secrets.md): Embed secrets for on-premise installations - [2.7 Further settings](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/2.-configure-embed/further-settings.md): Setting the language and specifying a redirect URL in the query parameters - [3. Integrate Embed](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/3.-integrate-embed.md): Integrating Embed with your application: code modification essentials - [3.1 iframe vs native embed](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/3.-integrate-embed/iframe-vs-native.md): Choosing the right path: two ways of Embed integration - [3.2 Customizing CSS](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/3.-integrate-embed/customizing-css.md): Using custom styles in iframe - [3.3 Events emitted from iframe to parent window](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/3.-integrate-embed/3.3-events-emitted-from-iframe-to-parent-window.md): Empowering Control: managing Embed behavior with event emission - [4. Embed for End User](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/4.-embed-for-end-user.md): User journey: Embed activation process - [4.1 Embed Remote Search](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/4.-embed-for-end-user/4.1-embed-remote-search.md): Remote Search for seamless navigation - [4.2 Embed End User Logs](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/4.-embed-for-end-user/4.2-embed-end-user-logs.md): Additional details about enabled Integrations - [5. Test Embed Configuration](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/5.-testing.md): Pre-Deployment testing options - [Testing example](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/5.-testing/testing-example.md): How to test Embed configuration with a local file - [6. Embed Integrations and Connector Auths](https://docs.locoia.com/embed-white-label-portal/embed-admin-setup/6.-embed-integrations-and-connector-auths.md): Overview of the created Integrations, manual execution and disabling. Overview of the login data (Connector Auths) provided for the Embed Integrations - [Embed FAQs](https://docs.locoia.com/embed-white-label-portal/faqs.md): Frequently asked questions about Embed - [Dashboards & Insights](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights.md) - [Introduction to Dashboards](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/introduction-to-dashboards.md) - [Introduction to Insights](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/introduction-to-insights.md) - [Introduction to Data Sources](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/introduction-to-data-sources.md) - [Dashboard Filters](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/dashboard-filters.md) - [Insight Marketplace - Using Pre-Built Insights](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/insight-marketplace-using-pre-built-insights.md) - [Writing SQL Queries](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/writing-sql-queries.md) - [Useful SQL Examples](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/useful-sql-examples.md): Some SQL Examples that might help you calculate that one value. - [Charts](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts.md) - [Line Chart](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/line-chart.md) - [Bar and Horizontal Bar Chart](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/bar-and-horizontal-bar-chart.md) - [Stat Card](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/stat-card.md) - [Pie Chart](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/pie-chart.md) - [Gauge Chart](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/gauge-chart.md) - [Donut Chart](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/donut-chart.md) - [Stacked Bar, Horizontal Stacked Bar, and Normalized Horizontal Stacked Bar](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/stacked-bar-horizontal-stacked-bar-and-normalized-horizontal-stacked-bar.md) - [Multiple Line Chart](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/multiple-line-chart.md) - [Pivot Table](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/pivot-table.md) - [Map Chart](https://docs.locoia.com/data-and-dashboards/dashboards-and-insights/charts/map-chart.md) - [Integration Best Practices](https://docs.locoia.com/best-practice-guides/integration-best-practices-and-considerations-before-starting.md): Important points to ensure before starting with any integration. - [Integration Check List](https://docs.locoia.com/best-practice-guides/integration-check-list.md): Most important considerations before starting an integration - [CSV Files in Excel](https://docs.locoia.com/best-practice-guides/working-with-csv-files-in-excel-umlaute-and-special-characters.md): Encoding CSV Files in Excel with UTF-8 with BOM - [Multi-Tenant Flows](https://docs.locoia.com/best-practice-guides/multi-tenant-flows.md): White label workflow marketplace - Building flows in a multi-tenant fashion - [On-Premise Integrations](https://docs.locoia.com/best-practice-guides/on-premise-integrations.md) - [Database Connection Setup](https://docs.locoia.com/best-practice-guides/database-connection-setup.md): Database Connection Options - [Data and General Security](https://docs.locoia.com/best-practice-guides/data-and-general-security.md) - [Using Tags](https://docs.locoia.com/best-practice-guides/using-tags.md): Keep your projects and resources organized with our handy Tags feature! - [FAQ](https://docs.locoia.com/best-practice-guides/faq.md) - [Locoia API Authentication - Personal Access Token](https://docs.locoia.com/api/authentication-with-our-api.md): Authentication with our API of Locoia itself - [Create Connector Authentication](https://docs.locoia.com/api/create-connector-authentication.md): Create Connector authentication in your own SaaS product for Locoia Connectors. --- # Agent Instructions This documentation is published with GitBook. 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