Articles on: Settings

ATEB Suitability Integration

This guide will show you how to setup the ATEB Suitability Integration!

Setting up the Addon



Go to the Addon store from the Settings tab. From here, select the ATEB Suitability integration



Under the Setup Instructions, you can see what you need to do to get this addon active:

To use the integration you will need an active ATEB Suitability account, but don't worry we offer a no obligation 14 day free trial (no credit card details required). You can sign up at any time using the following link: https://app.atebsuitability.co.uk/#/register

Once you have the relevant account setup with ATEB Suitability, please select Enable on the add-on



To get into ATEB Suitability from Plannr, you'll need to:

Go into the relevant client
Click Actions
Launch ATEB Suitability



You'll then be asked to authorise the connection between Plannr and ATEB Suitability



Once confirmed, it'll then take you to the ATEB Suitability site



You only need to set this up once, it should remember the connection going forward

You're now good to go for using the ATEB Suitability integration with Plannr!

Should you need any help guides on how to use the ATEB Suitability system, these can be found on the ATEB Suitability website

Updated on: 12/08/2024

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