What Katana asks for
The Katana connection form asks for four fields: Username, Password, Company ID, and Customer ID. Together they provide secure authentication and the data permissions the integration needs.
Username: The API username issued to you by Unis.
Password: The password that goes with your API username.
Company ID: The identifier for your company in Unis.
Customer ID: The identifier for your customer account in Unis.
Find your credentials in Unis
Unis issues these credentials when it sets up API access for your account. You don't look them up in a dashboard.
Contact your Unis representative and ask them to set up API access for the Katana integration.
Once API access is established, Unis sends you your Username, Password, Company ID, and Customer ID.
Keep these details somewhere secure.
In Katana, open the Integrations page, find the Unis tile, click Connect, and enter all four values in the connection form.
If any value is missing or the connection is not approved, contact your Unis representative to confirm your API access and credentials.