Switching from one integration to the other

If you're switching from one Levitate integrated software to another, we've added some guardrails to ensure that you're data stays as clean and fresh as possible.

If you're starting on a new integrated software, and are already connected to another integrated software, reach out to our Support or Success team to get you transitioned over.

Quick reminder

Each Levitate account is only permitted to connect with one integration. We do not support multiple integration connections.

How to switch from one integration to another

If you're on the Engineering and Support team, you will have access to do this end to end. If you're on the Success team, you will need to submit a ticket.

First, you'll need to go into Integration Settings for the account you're working with and disable their current integration. This will sever connection to the integration itself and keep new information from flowing into Levitate.

After that integration has been disabled, you can enable the new integration. Once you've clicked enable, you'll be prompted with one of two messages:

For Support and Engineering

For Success

Once the data has been deleted, the new integration is able to be enabled.

Why the change?

Our previous process of only running a reset of the account was leaving too much integration data and causing lingering issues with contacts and the new integration. Our new process of clearing integration data through this query will prevent these occurrences.