What this article covers:
- Required permissions for each integration
In order to sync the things you care about, Unito needs the authorization to make changes within your tools. For most tools, the authorization process is fairly simple. However, there are some permissions you should check so we can sync without issues. Here are these permissions, outlined for each tool.
Trello
Just make sure the user account selected for the flow is a member of the Trello Board you want to sync.
Jira
In order to sync your Jira projects, you'll need a mix of global and project-specific permissions, from login permissions to issue and comment permissions. You can find the full list of user permissions here.
If you get stuck on setting up permissions schemes in Jira, you can find a guide here.
Asana
Your account needs to be a full member of your organization, not a guest. Then, make sure the account is part of the Asana team that owns the project you want to sync.
Teamwork
Unito only needs special permissions if you want to create Teamwork projects directly from Unito. To do this, you must have administrator permissions in Teamwork or permission to add projects. If you don't have these permissions, reach out to someone who has administrator permissions.
GitHub
You need to both be a member of the organization that owns the repository you want to sync and a collaborator (which is different from a contributor).
In addition, we need the repository permission that includes “repository webhooks for public and private repositories” to create webhooks. Note that we don’t need the admin:repo_hook permission. You can get more information about these permissions here.
If your organization has enabled third-party application restrictions, you'll need to follow this step-by-step guide for approving third-party apps in GitHub.
Note: We can't sync a repository if it was forked from another repository.
Zendesk
Confirm that your Zendesk account has admin privileges. We need this in order to search for certain endpoints and create webhooks.
Wrike
Make sure the project or folder is shared with the account you're using for your workflows. Also, because all projects and folders in Wrike are private by default, the ones you want to sync need to be shared with the account used to sync them.
HubSpot
All you need is to make sure you're a member of the HubSpot account that needs syncing.
GitLab
The GitLab account you use with Unito needs to be a member of the organization that owns the repository that you want to sync. You'll also need push — or read/write — access.
Bitbucket
Just like GitLab and GitHub, your account needs to be part of the organization that owns the repositories you need to sync and you'll need push access. Beyond that, you'll also need the issue tracker enabled on the repository, which is disabled by default.
Basecamp
Being a member of the Basecamp workspace that needs syncing should be enough. No special permissions required!
monday.com
No special permissions required!
ClickUp
Just connect your account and you're ready to go.
Smartsheet
Add your Smartsheet account to Unito and you'll be ready to sync your Sheets. No additional permissions needed.
What’s next?
Learn how to set up your first flow.
Learn how to map fields.
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