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Installation

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Bysteve

This guide walks you through installing the Integrations Directory plugin, activating your license, and publishing your directory page. The whole process takes just a few minutes.

Before you start

Make sure you have:

  • A currently-supported version of WordPress.
  • A valid Integrations Directory license key (you received this with your purchase).
  • The plugin .zip file from your purchase download.

Step 1: Upload and activate the plugin

  1. In your WordPress admin, go to Plugins → Add New → Upload Plugin.
  2. Choose the plugin .zip file you downloaded, then click Install Now.
  3. Once it finishes installing, click Activate.

After activation you’ll see a new Integrations menu in your admin sidebar.

What’s in the Integrations menu

Activation adds several submenus under Integrations:

  • Integrations — the list of all your integration entries.
  • Add New — create a new integration.
  • Filters — manage your filter groups. You can add, rename, and delete as many groups as you like (for example, Pricing, Platform, or Setup), and each group holds its own set of options that visitors use to narrow the directory.
  • Badges — create and assign tier or certification labels (for example, Premier or Certified). Badges appear as small pills on each listing; they are labels, not a filter.
  • Order — arrange your integrations by hand with drag-and-drop custom ordering.
  • Settings — the tabbed configuration screen where you set up your license, directory options, styling, imports, and more.

Step 2: Activate your license

Go to Integrations → Settings and open the License tab. The Settings screen is organized into seven tabs, and you land on the Help tab first:

Tab What it’s for
Help A quick-start reference and a link to the Knowledge Base. This is the tab you land on first.
Settings Directory title, optional description, the Directory Page URL used for the Back-to-Integrations link, the front-end sort options and default sort, the SEO & Social Tags toggle, and the delete-on-uninstall option.
Appearance No-CSS styling — accent color, card style, corner rounding, and default grid columns.
Call to Action An optional call to action shown at the bottom of each integration’s detail page.
License Enter, activate, and deactivate your license key, and check its status.
Import / Export Bulk-import and export your integrations via CSV.
Analytics Click-through stats and Search Insights — your top integrations plus what visitors are searching for.

Heads up: Settings, Appearance, and Call to Action are three separate forms, each with its own Save button. Changing something on one tab and switching to another without saving will discard those edits, so save each tab before you move on.

On the License tab, paste your license key and click Activate. Once the status shows as active, you’re ready to build your directory.

Step 3: Create your directory page

  1. Go to Pages → Add New.
  2. Give the page a title (for example, “Integrations” or “Our Partners”).
  3. Add the shortcode [integration_directory] to the page content.
  4. Publish the page.

That single shortcode renders your whole directory — the listing, the filters, and the sort controls. There’s no separate archive page to set up.

Updates and license status

Once your license is active, new versions appear on your WordPress Plugins screen just like any other plugin, so you can update with one click.

The plugin re-checks your license about once a day. You can force a check any time with the Resync License button on the License tab — handy right after you renew, so you don’t have to wait for the daily check.

Heads up — if your license lapses: because of that daily check, a directory that’s working fine can go blank roughly a day after a subscription lapses or the key expires. The public directory is license-gated — visitors see a “problem loading the directory” message instead of the listing, and you stop receiving updates. Your content is not deleted, though: every integration, category, filter, and setting is retained, and logged-in admins still see the directory. Renew or re-activate your key and click Resync License to bring the public directory back right away.

Next steps

With the plugin installed and your directory page live, here’s where to go next:

  • Publishing Your Integrations Directory — the end-to-end path from a fresh install to a live, filterable directory.
  • Setting Up Categories — create the main browse-by-type taxonomy visitors use to narrow the directory.
  • Building an Integration — add your first integration entry, its logo, and its details.
  • Shortcode Options — the full list of [integration_directory] attributes for tailoring each placement.
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