Creating truForm Integration Credentials

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Instructions below ONLY apply to truForm with Eaglesoft.

Once the integration settings are added to your form(s) and truForm account, you will need to set your own integration credentials through your new truForm account's profile settings. (PBHS does not have access to this information). Instructions on setting your integration credentials through the portal can be found below.

Before you start this process, please check in with PBHS Support to ensure your portal login has access to truForm.   

In order to complete this section, you must have the following completed:

  1. Checking Your Eaglesoft Software Version
  2. Minimum Technical Specifications

Once the 3 steps above are complete, please proceed below:

  1. Once you login (using the email/username associated with the correct truForm account)
  2. Select the Update Profile icon on your dashboard
    int1.png
         
  3. On the Account Profile tab below:
    account-tab.png
                  
  4. Scroll down until you see the Generating Credentials section:
    generated1.png
             
  5. Click the green Generate New Credentials button below:
    generate2.png
                  
  6. This will automatically fill out the Integration Username field with a username based on your email address, and generate an Integration Password.
    generate4.png
    • Please make note of this generated username/password from this page, once you complete STEP 7 below - you will no longer see the generated username or password for security purposes.
      PBHS recommends you physically copy (highlight each with your cursor and COPY) both the username/password from this screen and PASTE onto a word document or a notepad to ensure you have the correct letters/special characters or numbers used.
  7. Select the SAVE button to store these credentials.   
    **IF YOU DO NOT SELECT SAVE, THE INTEGRATION CONNECTION WILL NOT WORK!
    generate5.png

 

 

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