The Aeries Integration allows administrators to seamlessly integrate Aeries with Incident IQ by automating most aspects of your data upload. This will enable administrators to efficiently manage the sync and mapping options for users, groups, and locations between the two programs in one convenient location. The following guide provides step-by-step instructions on integrating the Aeries with Incident IQ.
Before beginning the installation process in Incident IQ, you will need to set up the Aeries Rest API plug-in to give iiQ read-only access to your Aeries user data. Once you have set up the Rest API plug-in, select Incident IQ Apps > Browse on the left navigation bar.
Click on the Aeries App and then select Install to begin.
Step one of the installation process provides an overview of what the Aeries Integration will install into Incident IQ. Select Continue once you are ready to proceed to step two.
In step two, you will need to enter your Aeries Url, consumer key, and consumer secret. These fields must be filled out to continue and are available to you after setting up an Aeries vendor record for your district. If you have not already set up this vendor record in Aeries, you will need to do so now. Once you have completed this section, select Validate & Save to proceed.
In the next step, you will be asked to match Aeries locations to Incident IQ locations. You do not have to set all locations at this time, but you will be required to at least provide a Default Location. This is where accounts imported from Aeries are assigned when they do not match your location mappings; when you are ready to proceed, select Continue.
Before moving on to step three, you may change any section by clicking on any of the checked settings. When you are ready to proceed, select Continue.
Step three allows you to set whether Aeries is available for ticket submission. By default, Aeries is enabled, but if you do not wish to utilize the ticketing functionality, you can uncheck the model activation box when ready to proceed and select Continue.
At this time, you will be asked to review all the changes about to be made to your Incident IQ site. Before moving on, please remember that the installation process cannot be stopped once started. Once you have completed your review, select Install App to begin the integration process.
Once the installation process has been completed, you can access the app management page to make additional setting changes and run your first data sync.
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Hannah Bailey - Director, Customer Engagement