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What’s Supported

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Supported Actions

This connector supports:

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Before You Get Started

To integrate Close with Ampersand, you need to Create a Close Account and obtain the following credentials from your Close App:

  • Client ID
  • Client Secret

You will then use this credential to connect your application to Ampersand.

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Create a Close Account

You need a Close account to connect with Ampersand. If you do not have a Close account, here’s how you can sign up:

  • Go to the Close site and sign up for a free account.
  • Sign up using your preferred method.

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Creating an OAuth app in Close

Once your Close account is ready, you need to create an OAuth application to connect with Ampersand. Follow the steps below to create the OAuth app:

  1. Log in to Your Close Account.

  2. Go to Settings.

  3. On the Settings page, click Developer under the Connect section.

  4. Go to the OAuth Apps tab.

  5. Click the Create App button.

  6. Enter the following details in the Create OAuth App form:

    1. App Name: The name of the OAuth app.
    2. App Description: Description for the OAuth app.
    3. Redirect URL: Enter the Ampersand redirect URL: https://api.withampersand.com/callbacks/v1/oauth

  7. Click Create.

You’ll find the Client ID and Client Secret keys in your Oauth app details. These credentials are required for connecting your app to Ampersand, so be sure to note them carefully.

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Add Close App Details in Ampersand

  1. Log in to your Ampersand Dashboard.

  2. Select the project where you want to add the Close App.

  3. Navigate to the Provider Apps section.

  4. Select Close from the Provider list.

  5. Enter the previously obtained API Key in the API Key field.

  6. Click Save Changes.

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