When enterprise agents want to connect their customers’ systems of record like Salesforce or NetSuite, they need a way for the customer to log in and configure their objects and data mappings.
Ampersand provides an embeddable component, <InstallIntegration/>, which builders can embed into their platform to handle their customers’ authentication and data-provider configuration, including object and field mapping.
One limitation of the base <InstallIntegration/> flow is that the installation is created as soon as the first object is configured, then updated for each additional object. Some integrations may require configuration of all objects before installing. However if installed before all configurations are set, the installation may prematurely deliver partial data when you’re expecting all the configured data to come together.
Ampersand now supports a new guided wizard flow for your end customers to configure their integration before creating the installation.
The new wizard mode improves your customers’ experience by guiding them through the configuration of each object, its fields, and mappings, with less complexity shown all at once.
How to enable
- Upgrade to
@amp-labs/reactv2.13.1 or later. - Pass the
variant="wizard"prop to<InstallIntegration/>.