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Encircle Integration

Setting up Encircle Integration in Lever360

Updated over a month ago

To integrate with Encircle, first log into Encircle from your computer. Click on Settings and then click on Bots (Public API):


​Encircle Token

On the Bots page, click on Create Bot and then click on Create Bot Session:


On the Bots page, click on Create Bot and then click on Create Bot Session:


This will generate a Bearer Token which looks like a series of letters and numbers. Highlight and copy the Token generated.

Add Token to Lever360​


In Lever360, click on Settings > Company Settings and then click on Encircle. Paste that token into the “Enter token below” field and hit Confirm. If successful, the Brand ID and Organization ID fields will be auto-populated.


Settings > ​Company Settings


> Encircle >


> Connect With Encircle > Confirm

Note* you will see a brand id and organization id - confirming connection


That’s it, you’re connected to Encircle. To Create a claim from a Job in Lever360, go to the Job Detail screen and click on the Encircle logo.



The logo disappears after clicking on it, that means that a claim has been created in Encircle.


Support

💡 Need help? Contact support or reach out through Lever360’s help resources.

📧 Support Email: [email protected]

📞 Help Desk: 561.337.2900 x 2

📚 More Guides: https://docs.lever360.com/en/


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