Setup of Ant Text Billy app
Before you can use Ant Text with Billy, you must follow these steps:
- Login to Billy
- Please study this picture and follow the steps below.
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- Start by selecting "Help" (marked with "1") at the bottom of the left menu. This will display the grey footer.
- Note your Account ID which will be in no. "2".
- The select "Settings" (no. "3"), and "Access tokens" (no. "4").
- You will now get a list of your access tokens, and here you click on "Create access token", which is no 5.
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When you click on "Create access token", this dialog will appear:
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- Here you write "Ant Text" in both "Name" and "Description", and press the green "Create" button.
This will result in this dialog.
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- Copy the contents of the "Token" field.
- Then start Outlook and click on "Show menu", "Integration" and "Configure".
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You will now see this dialog:
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- In the field "Account ID" you enter your Account ID, which you found earlier under step no. 2.
- In the field "Access Token" you paste in the value of the "Token" field, which you copied earlier.
- Click the button "Test connection" in order to test if the entered values are valid.
- If they are valid, then remember to check the field "Yes - Activate the integration to Billy", and press "OK".
Now your Outlook should look like this:
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Congratulations! Now you can get started with Ant Text for Billy!
Here you can read more about how Ant Text and Billy works together.