Connect with Notewell

Step 1: Access Your Notewell Workspace

If you don't have a Notewell account yet, sign up on the Notewell website. Once your workspace is ready, log in as a workspace owner or admin.

Step 2: Create an Internal Integration Token

In Notewell, open Settings, then Connections and Develop integrations. Create a new internal integration for Euphoria and copy the secret token it generates for your workspace.

Step 3: Connect Notewell in Euphoria

Open Settings in Euphoria, choose Integrations and select Notewell. Paste the token, then share the databases you want to sync with the Euphoria integration from inside Notewell.

Step 4: Map Databases & Properties

Choose the Notewell databases Euphoria should use, such as budgets, vendors or project costs. Match each property, like amount, owner, status and date, to its field in Euphoria so reports and documents stay consistent across both tools.

Step 5: Test the Integration

Add a test row to a shared Notewell database and run a sync. Confirm the record appears in Euphoria with the right values, then update it in Notewell to check that edits sync too.

Step 6: Additional Configuration (If Applicable)

Pick a sync frequency, decide whether Euphoria should write totals back to Notewell and choose which team members can see synced pages. Unshare a database to stop syncing it.