The Skio app is set up from Gladly’s Settings. Connecting your Skio account with an API token is the only required step; the seven merchant settings are optional and all default to off.
Step 1: Generate a Skio API token
In the Skio dashboard, create an API token for Gladly under API & Integrations > API Keys, and copy it. Skio shows the token when it is created, so copy it before closing the page.
Step 2: Open the Apps settings
In Gladly, go to Settings > Apps. This is where you manage your App Platform integrations.
Step 3: Create a configuration
Click the Create Configuration button. Give the configuration a recognizable name (you’ll see this name across Gladly), and when prompted for the External App, choose the Skio app (gladly.com/SKIO), picking the latest version available.
Step 4: Enter your Skio API token
Paste the token into API Token, which is the first field on the form. It is the only credential the app needs.
Step 5: Choose which money-moving actions are allowed
Below the token are the seven merchant settings described above. Each defaults to off, so the configuration saves without touching them and every gated action stays blocked until you decide otherwise. You can change them at any time.
Step 6: Activate and save
Switch the configuration from inactive to active and save it, then add the Skio Subscriptions card to the Customer Profile layout.
Step 7: Register the agent forms
The eleven forms are a separate, required step. In Org Manager, open External App Forms and register them. Installing the app and placing the card do not surface the forms, and there is no warning if this step is missed: the forms simply never appear in the compose menu. Publishing replaces the whole list, so read the existing rows and add to them rather than overwriting other apps’ forms.
Contact Support
Users assigned the Team Manager or Administrator roles can contact Gladly Support. Log into Gladly as one of these roles, click the hamburger menu on the top-left corner, then click Contact Gladly Support. Gladly Support’s primary operating hours are Monday through Friday, 6 AM to 6 PM Pacific Time, but you can submit a request anytime.
Please select the correct business impact (P1 to P4).
Most requests should be sent as a P4.