How To Integrate GoodLeap

Follow the steps below to integrate GoodLeap finance with SubcontractorHub.

Step 1: Click the “Integrations” tab on the left side.

Step 2: Click on the "Financing Partners” tab on the left-hand side.

Step 3: Locate the GoodLeap financing card and click on the “Connect” button.

Step 4: Input the Base URL, Username and Token. Then click on “Verify and Connect”.

Step 5: After a successful connection, select the correct product category based on the job type.

Step 6: Once GoodLeap is connected, the financing card will look like this. Click on “Disconnect” to disconnect GoodLeap finance. Click on “Reconnect” to reconnect GoodLeap finance.

Step 7: If the category is not mapped after integration, go to the Settings section.

Step 8:  Click on the “Incentives/Financing” tab. Then click on the edit icon in the GoodLeap Map Category section to update the category.

Mapping Goodleap Users

After integrating Goodleap, you have to map Goodleap users to your account before you can finance proposals with Goodleap. Follow the steps below to map users.

Step 1: From the main menu, go to the “Goodleap Users” tab.

Step 2: Click “Sync All”.

Step 3: Locate your Goodleap user and click the “Map” button.

Step 4: Select the correct SubcontractorHub user, then click “Update”. Once mapped, the user will be able to finance proposals with Goodleap.