HappyCo offers two free ways to connect third-party software to your account: a certified Plugin built with your software provider, or direct access to the HappyCo GraphQL API. Choose a Plugin when an outside software provider needs your HappyCo data, and the API when your own developer is building a custom workflow or integration.
| Option 1: Plugin Partnership (Recommended) | Option 2: Customer API Access | |
|---|---|---|
| Best for | A software provider who needs access to your HappyCo data | Teams with a developer building their own workflow |
| Who does the technical work | HappyCo works with the provider; no technical work on your end | Your developer |
| What it can do | Pull data, push data, and add the provider's own custom data fields to your HappyCo records | Pull data from and push data to your HappyCo account |
| Cost on HappyCo's side | Free | Free |
| How to start | Contact your HappyCo Customer Success Manager | Use the HappyCo API Tutorial and GraphQL Schema & Explorer |
Option 1: Set up a Plugin Partnership (Recommended)
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Contact your HappyCo Customer Success Manager
Send the name of the software provider and a point of contact at the provider.
TipYou only make the introduction. HappyCo handles the rest.
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HappyCo builds the certified Plugin with your provider
HappyCo works with the provider directly to build a certified Plugin. -
Subscribe to the Plugin in the Plugin Marketplace
Subscribe to the Plugin in the Plugin Marketplace to connect it to your account. TipOnce connected, the provider can pull data, push data, and add their own custom data fields to your HappyCo records.
Not every plugin is visible in the Plugin Marketplace
A plugin your partner is still building is not visible to any customer. A plugin submitted to HappyCo and awaiting approval is still not visible. An unlisted plugin may still work for existing subscribers, but is not discoverable.
Option 2: Use Customer API Access (GraphQL API)
Every HappyCo customer has free access to the HappyCo GraphQL API. If your team has a developer, they can use the API to pull data from and push data to your HappyCo account, building whatever custom workflow or integration fits your needs.
- HappyCo API Tutorial: step-by-step guide covering authentication, queries, webhooks, and more
- HappyCo GraphQL Schema & Explorer: interactive schema browser to explore the API and run test queries against your account
Frequently asked questions
Do I need to pay for API access?
No. API access is included in your HappyCo subscription at no additional cost, for both customers building their own integrations and Plugin Partners building on the platform.
Do I need to pay for Plugins?
Subscribing to a Plugin in the HappyCo Plugin Marketplace is free. Plugin Partners are independent companies with their own products and pricing, so a Plugin Partner may require their own subscription, contract, or fee arrangement to use their service. Check directly with the Plugin Partner for details.
Can my software provider use the Customer API instead of becoming a Plugin Partner?
Technically yes, but it's not recommended. Plugin Partner credentials are scoped specifically to their Plugin and only to customers who subscribe, which is a more secure arrangement. We encourage introducing your provider to us so we can set them up correctly.
Can I use both options at the same time?
Yes. You can have a Plugin Partner integration running for one provider while your team uses the Customer API for a separate custom workflow.
How do I find out if my software provider is already a Plugin Partner?
Ask your HappyCo Customer Success Manager. They can check the Plugin Marketplace and let you know if a Plugin already exists for your provider.
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