Connect Perceny to Another System
API tokens and webhooks: reading your data from elsewhere, and being told when something happens.
Business Settings → Features Configuration → Integrations carries two things: API tokens and webhooks.
API tokens
Create Token issues a credential that lets another system call Perceny as your business. It can then read appointments, clients, tickets, earnings, reports — whatever its scopes allow.
Three rules:
- Give each integration its own token. Sharing one across two vendors means you cannot revoke either without breaking both.
- Give it the narrowest scopes that work. A dashboard that displays today's bookings does not need to create clients.
- Revoke rather than reuse. When a vendor changes, or someone leaves, revoke the token and issue a new one.
The token is shown once. Store it in the receiving system, not in a note.
Webhooks
Add Webhook points Perceny at a URL you own. When something happens in your business, Perceny calls it, so the other system does not have to poll.
Use webhooks for anything that should react promptly: pushing a new booking into another calendar, notifying a fulfilment system when a product sells, kicking off a follow-up sequence after a visit.
Your endpoint should:
- Respond quickly, and do the real work afterwards.
- Be idempotent — the same event may arrive twice, and processing it twice must not create two of something.
- Verify the request came from Perceny before acting on it.
Which one do you want?
- Pulling data on a schedule — a token.
- Reacting to an event — a webhook.
- Both — most integrations of any substance.
Security
An API token is a key to your business's data. Treat it like a password:
- Never put one in client-side code or in a spreadsheet people share.
- Rotate them when staff with access leave.
- Review the token list periodically and revoke what you no longer recognise.
The Audit Logs will show token creation and deletion, which is worth checking occasionally.
Google Calendar
If all you want is a stylist's appointments in their own calendar, you do not need any of this. Each member can connect Google Calendar from the Google Calendar tab of their Preferences.