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ImproveIt360 Classic Integration Configuration

PLEASE NOTE: As of Summer 2025, new integrations with i360 CLASSIC are disabled by Salesforce. Customers already using Classic can continue, but new clients will need to switch to i360 Lightning or another CRM if they want to integrate.

  1. Login to Improveit360 as an Admin
  2. Click on Setup in the User dropdown
    Screen_Shot_2019-07-12_at_8.49.33_AM.png
  3. Click on Create in the App Setup Section
    Screen_Shot_2019-07-12_at_8.51.14_AM.png
  4. Click on Manage your custom apps
    Screen_Shot_2019-07-12_at_8.51.49_AM.png
  5. Click on New on the Apps page
    Screen_Shot_2019-07-12_at_8.53.19_AM.png
  6. Enter in the information exactly as shown below.
  7. Click on Save
    • It will take between 2-10 minutes for the changes to take effect
  8. Click on Continue
  9. Copy and save off the Consumer Key and the Consumer Secret - you will need these to setup the integration in One Click Contractor
  10. Login to One Click Contractor as an Admin
  11. Click on the Administration Tab on the top right
  12. Click on the Integrations Tab
  13. Scroll down until you see the option for "Improveit360" and then click the "Authorize" Button for Improveit360
  14. Enter in your Consumer Key and Consumer Secret
  15. You will be redirected to the Improveit360 site, click Allow for OCC to have access to your Improveit360 account
  16. You will be redirected back to One Click Contractor and the Improveit360 users will be shown. The first sync will take up to 5 minutes. Start by refreshing if you don't see the users.