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How to connect Workiz to Review Harvest

This video shows how to Integrate Workiz.

Clay Lawrence avatar
Written by Clay Lawrence
Updated over 2 months ago

1. Click on "Integrations".

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2. Click on "Add Integration".

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3. Click on "Workiz".

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4. Click on your icon.

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5. Click on "Settings".

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6. Next up, click on the "Developer".

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7. Copy the API Token

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8. Paste the API Token

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9. After that, click on "Connect Account".

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10. Confirm you have consent to message your customers.

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11. Then, click on "Connect Account".

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12. After that, select the date you'd like to pull in your previous Jobs Completed

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13. Then, Confirm the upload from Workiz

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14. Click on "Import Clients".

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15. Your Clients will then be imported to the Contacts page, where you can start your review reactivation!

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