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BackedHelp Centre

Checklist - Integrations

What to check before your identity provider, other systems and AI assistants connect to Backed.

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Ready for your integrations to go live?

Ensure you've double checked the following:

  1. If your staff sign in through your identity provider, set it up on the SSO tab of Settings > Profile and terms, then select Enable SSO.
  2. For each system that reads your data, select New Credential on the API Access tab and tick only the scopes it needs.
  3. Decide whether AI assistants may connect: Allow AI assistants to connect (MCP) on the API & MCP tab stays off until you turn it on.
  4. To post updates to a Teams channel, paste the workflow's Webhook address in the Microsoft Teams section, connect, then select Send test.
  5. After the first connection runs, open Integration logs and check each call succeeded.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.