Overview

This document will walk you through all steps to set up your very first instance in our Integration Hub

• Get access to the Integration Hub
• Create your Anduin Integration Credential
• Configure your integration instance
• Run and monitor your instance

Integration overview

As a Fund Manager, it’s essential to stay on top of every critical step in the investor onboarding journey. This tutorial will show you how to receive notifications of investor progress directly in your business Gmail account.

Let's set up

Step 1 - Create your Anduin Integration Credential

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Refer to this guide to understand why this credential matters

Access to our Integration Hub and navigate to Manage tab. Then, click Create credentials

Select Anduin objects (e.g. funds) you want to listen and get notified of. Here, I only have permissions into these 3 funds in Anduin, thus, I can only connect with those 3. Hit Save and your credentials is all set

Step 2 - Select your integration

Navigate to our Browse tab and select your desired solution. Please choose Gmail Integration for this example

A modal will pop up, from here you can

• Hit Contact us and let us know if you need helps
• Hit View setup guide to see the detailed instruction of each integration
• Hit Add new instance to start the setting

Here, you can see your selected solution with the credential specified before. Please hit Next to go to the configuration screens

Step 3 - Configuration screens

You will need to retrieve your Gmail credentials and enter here. Please see this guide regarding how this info can be extracted

Hit Next and you will be able to configure and customize your solution further. Please see this guide regarding what you can configure on.

After running through all steps and finish, you will fall back to this screen with the status specifying your connection is up and running. Congrats! It's done. You are ready to go!!!

Step 4 - Running the integration

In the configuration step, I specify that I want to get notified of when a new investor is invited to Anduin FundSub. Let's invite a dummy investor to the platform and observe the result

Going back to your monitor screen, you can see the instance is running successfully

Checking your email, you can see an email is sent to your mail box informing a new investor is created in Anduin

Simple as that and you will be able to listen to multiple events across all of your funds in Anduin, ensuring you will not miss any updates during investor's onboarding journey