How to get an API Key to give to an external CRM service?

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M1EnterpriseTech
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How to get an API Key to give to an external CRM service?

Post by M1EnterpriseTech »

If you plan on using an external CRM in Enterprise Pro you will want to generate an API Key to provide them access to your data.

To do this:
  • Go to Setup on home ribbon
  • Type External in search box
  • Click External Services
  • Click Add from the ribbon
  • The API Key will populate in this window
  • (Note: You will want to provide the Connection ID and/or API Key to third party vendor. )
  • Select the Start Date and leave End Date blank
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