Visor integrates with SaaS apps Jira, Asana, Salesforce, and HubSpot.

In this article, we'll cover:

Three ways to add integrations to your Visor workbooks
How to deactivate existing integrations in Jira, Asana, Salesforce, and HubSpot

3 Ways to Add Integrations to Your Workbooks

Visor's bi-directional integrations help you create and share visualizations across your portfolio of projects that stay accurate.

Let’s take a look at the several ways to integrate Visor with your external apps:

#1: Add a new integration when making a new workbook

If you’ve just created a new workbook, you’ll run through the onboarding flow to get your workbook in a usable state as quickly as possible. During this flow, Visor will prompt you to integrate with Jira (or connect to Jira if already integrated).

Make sure that you’re already logged into Jira, and that you have permission to integrate Jira with other apps.

Clicking on Continue to Jira and follow the prompt to integrate Visor with Jira.

Need to switch the Jira account that is connected to your Visor workspace? Learn how to do that here.

#2: Add a new integration to an existing workbook using "Connections"

If you want to add an integration to an already existing workbook, you can set up a new connection by clicking "Connections". Click on the app you’d like to connect with.

After you select an app, Visor will prompt you to connect to your chosen app. Remember to ensure that you are logged into the app that you're establishing a connection with.

You can add multiple integrations to one workbook. You will see your previous integrations when going through this workflow to add a new one.

#3: Add a new integration to an existing workbook in the "Fields" area

If you are looking to add a new field to your workbook, one of the field types you can add is a Connection field. Choosing this selection will open the Connections menu.

Click on the app you’d like to connect with. If you don't already have an integration established, Visor will prompt you to integrate it at that point.

Deactivating Jira, Asana, Salesforce, and HubSpot Integrations

Whether you want to deactivate an integration because the original authorizing user is no longer active or you no longer wish to use data from that specific app, deactivating integrations is easy.

To revoke the integration directly from within the external app, make sure you're logged into the correct account before following the steps below for each app.

Please note that disconnecting an integration from Visor does not remove any preexisting data from the workbook.

Disconnecting from Jira

In the upper-right corner, open the avatar menu and click on Manage account. Then, in the left-side menu, click on Connected apps.

Once there, you’ll see a section for Apps with access to your accounts. Find the Visor Connector, and click on Remove access.

That’s it! Once you’ve completed the above steps, you’ll have disconnected Jira from Visor.

Disconnecting from Asana

In the upper-right corner, open the avatar menu and click on Settings. Then, in the top menu tabs, click on Apps. You should see a list of Authorized Apps. Find the Visor Connector row and click Deauthorize.

Disconnecting from Salesforce

In the upper-right corner, open the avatar menu and click on Settings. Then, in the left-side menu, click on Connections.

Once there, you’ll see a row for RocketVisorUpdateConnector. Click on Revoke.

That’s it! Once you’ve completed the above steps, you’ll have disconnected Salesforce from Visor.

Disconnecting from HubSpot

In the upper-right corner, open the settings menu (gear icon). Then, in the left-side menu, click on Integrations > Connected apps.

Once there, you’ll see a tile for Visor. Open the Actions dropdown and click on Uninstall.

That’s it! Once you’ve completed the above steps, you’ll have disconnected HubSpot from Visor.

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