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 tokensCopy a link to this section
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.
WebhooksCopy a link to this section
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?Copy a link to this section
- Pulling data on a schedule: a token.
- Reacting to an event: a webhook.
- Both: most integrations of any substance.
SecurityCopy a link to this section
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 CalendarCopy a link to this section
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.