Integrations are a powerful way to extend MediaOS functionality. From processing payments to managing digital advertising, MediaOS connects with trusted third-party vendors to streamline your workflows and simplify your day-to-day operations.
Accessing Integrations #
All available integrations can be accessed by clicking Settings and then Integrations from the left-hand navigation menu inside MediaOS.
Payment Processor Integrations #
MediaOS supports two trusted payment processors: Authorize.net and Stripe. Before integrating, an active account must be established with either platform. MediaOS does not process transactions directly and has no visibility into payment errors or system issues. The reason two options are available is to offer flexibility. Authorize.net supports both ACH and credit card payments, while Stripe is designed specifically for credit card transactions. It is important to note that integrating a payment processor is optional, but doing so allows you to take payments directly through the MediaOS system.
To integrate Authorize.net, navigate to the Integrations window and click the Configure button next to Authorize.net. You will need to input your API Login ID and API Transaction Key to complete the setup. If you need help finding these keys, click the provided link for instructions.
Warning: Never change Authorize.net accounts once integrated. Doing so can cause payment failures and the loss of saved credit cards. MediaOS is not responsible for any issues resulting from switching Authorize.net accounts.
Additionally, MediaOS does not support Authorize.net's Fraud Detection Services. These must be managed externally.
To integrate Stripe, navigate to the Integrations window, click Configure next to Stripe, and input your Publishable Key and Secret Key. Use the provided link if you need help locating your Stripe API keys.
Digital Ad Management Integrations #
For digital ad management, MediaOS integrates with both Broadstreet Ads and Google Ad Manager. You must have active accounts with either service prior to integration.
To integrate Broadstreet Ads, navigate to the Integrations window, click Configure next to Broadstreet Ads, and input your Access Token. After saving your Access Token, configure your products by choosing either CPM or Time products, depending on your advertising strategy.
To integrate Google Ad Manager, click Configure next to Google Ad Manager in the Integrations window, then select Connect and authenticate your account. Once authenticated, input your Network Code, which can be found in the URL when logged into your DFP account. For example, in the URL https://www.google.com/dfp/2032576#delivery, your network code would be 2032576.
You can use the Designated Network Users dropdown menus to assign which users MediaOS will attribute ad sales to within Google DFP. After setup, you will need to configure your ad products. If questions arise, please reach out via live chat support.
Email Integration #
Connecting your existing email to MediaOS ensures seamless communication across your workflows. The integration process is the same for all email providers except Google G Suite users, who must follow the specific Google GSuite Setup instructions before proceeding.
To begin email integration, go to your Personal Settings and select the Email Accounts tab. Click the +Email Account button, enter the email address you wish to connect, and press OK. Follow the prompts to allow permissions via the Nylas integration. For more information on Nylas, visit the Nylas Website. Once permissions are granted, your email will be connected and displayed within MediaOS.
You can also watch the Email Integration demo video for visual instructions.
Calendar Integration #
Connecting your calendar allows you to view and manage events directly from the Today tab inside MediaOS. To integrate your calendar, click the Calendar tab under Today and select Connect My Calendar. Follow the prompts to authenticate your account. Once connected, use the dropdown menu to select which calendar should display inside MediaOS.
You can also watch the Calendar Integration demo video for further guidance.
DocuSign Integration #
While MediaOS offers a built-in free electronic signature feature requiring no integration, users who prefer DocuSign can easily integrate their existing accounts. Please note that you must have an active DocuSign account prior to setup. If you do not have one, you can create an account through the DocuSign Website.
DocuSign integration allows you to obtain digital signatures on proposals. MediaOS is configured to work with a single shared DocuSign account across all users. Individual users will not need direct access to the DocuSign account.
To integrate DocuSign, click Configure next to DocuSign in the Integrations window. Input your API Email or API Username, API Password, and if needed, toggle Enable Counter Signature to allow a counter-signature. You can also designate the Counter Signature User responsible for signing on behalf of your organization. Finally, click Save.
QuickBooks Online Integration #
MediaOS offers seamless two-way syncing with QuickBooks Online (QBO), making accounting tasks faster and easier. However, it is crucial that you ensure your MediaOS account has no existing accounting data before initiating integration. Payments and invoices must be blank to prevent duplicate imports. If unsure, please reach out to the MediaOS support team for assistance.
To integrate QuickBooks Online, click on your account at the bottom of the left menu, then go to Integrations. Scroll down to QuickBooks and click Configure. You will be prompted to log in with your QuickBooks account credentials. It is essential to log in as a master administrator to avoid permissions issues.
Tip: Because the QuickBooks integration is live and two-way, avoid working simultaneously in both MediaOS and QuickBooks on the same account. Doing so can trigger QuickBooks to lock the invoice and temporarily disable the integration.
Once connected, QuickBooks will prompt you for basic product mapping. Navigate to Products from the left-hand menu and click + Product to add new items, or choose Manage and Edit existing products to map them to QBO.
Tip: Every product must be mapped in both MediaOS and QuickBooks to ensure proper synchronization.
Common QuickBooks Online Integration Settings #
After integration, you can customize your QBO settings by following these steps. Click on your account at the bottom of the left menu, select System Settings, and then click General Settings. In the search bar, type “QuickBooks” to locate relevant settings.
Assigning the Invoice ID as QBO Doc Number allows your MediaOS invoice numbers to display inside QuickBooks for consistency. Enabling Manual Push Disabled Two-Way Sync turns off automatic invoice syncing, although this is not recommended unless advised by support. Setting a Number Prefix adds a prefix to your invoice numbers, helping QuickBooks distinguish MediaOS invoices from others. For example, a common prefix is “MediaOS-” resulting in invoice numbers like MediaOS-136.
