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Requesting a Palmetto LightReach Integration

Integration requests must be filled out by a user with the SAAS Owner Role.

To connect your Palmetto portal to your Solo proposals, fill out the following request form. After submitting this request, our team will:

  1. Coordinate with Palmetto: Our Partner Integrations team will reach out to Palmetto on your behalf to request the API keys and access needed for setup.

  2. Configure everything: Once we have those keys, we'll set up the integration on our end. We'll also map your available options to your MissionControl, through ContinuousSync

  3. You're notified: We'll email you with confirmation and any next steps to get started!

 

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