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Getting Started

What do I need to connect a CRM to Data2CRM.API?

When adding a new CRM into the system, you will be asked to provide certain access API parameters. The parameters differ depending on a CRM type and are as follows:

Bitrix24

  • If you create your application at Bitrix24 Apps

type – Bitrix24

api_url – CRM URL

(example: https://my-bitrix-crm.bitrix24.com/)

login – your email for auth into Bitrix24

(example: my-bitrix-crm@mail.com)

password – access_token|refresh_token|client_id|client_secret

  • If you use Data2CRM.API application

type – Bitrix24

api_url – CRM URL

(example: https://my-bitrix-crm.bitrix24.com/)

login – your email for auth into Bitrix24

(example: my-bitrix-crm@mail.com)

password – access_token|refresh_token

SugarCRM

type - SugarCRM

api_url - CRM URL + API REST v4 path

login - your login for auth into SugarCRM

password - your password for auth into SugarCRM

SuiteCRM

type - SuiteCRM

api_url - CRM URL + API REST v4 path

login - your login for auth into SuiteCRM

password - your password for auth into SuiteCRM

bpm’online

type - BPMOnline

api_url - CRM URL + API oData path

login - your login for auth into BPMOnline

password - your password for auth into BPMOnline

Vtiger

type - vtiger

api_url - CRM URL + API path

login - your login for auth into vtiger

password - your vtiger access API key

OroCRM

type - OroCRM

api_url - CRM URL

login - your login for auth into OroCRM

password - your OroCRM access API key

ZohoCRM

type - ZohoCRM

api_url - http://zoho.com/

login - your login for auth into ZohoCRM

password - your password for auth into ZohoCRM

Insightly

To connect Insightly with Data2CRM.API, you need to provide the following parameters:

type - Insightly

api_key - enter your API key

(example: 8636e481-d121-43bf-9c50-d30bg3020124)

Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

Salesforce

To connect Salesforce with Data2CRM.API, you have two options: oAuth Internal and oAuth External. So you need to provide the following parameters:

    1. oAuth-internal

    type - Salesforce

    instance_url - Identifies the Salesforce instance to which API calls should be sent

    access_token - Access token acts as a session ID that the application uses for making requests

    refresh_token - The token can be used for getting new access tokens in the future

    During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api.api2crm.com/authorization/oauth/Salesforce/authorize?redirect=<redirect>. Here <redirect> stands for the address where we should drive the user back and transfer into URL hash the authorization parameters: instance_url, access_token, refresh_token.

    After that, they can be used as the access credentials for Data2CRM.API system. That allows us to refresh the authorization parameters on our side by using refresh_token.

    2. oAuth-external-refresh

    type - Salesforce

    instance_url - Identifies the Salesforce instance to which API calls should be sent

    access_token - Access token acts as a session ID that the application uses for making requests

    During this authorization, you need to receive the access parameters using this instruction: instance_url, access_token, refresh_token.

    After that, instance_url and access_token can be used as the access credentials for Data2CRM.API system. When the access_token expires, the system will give the authorization error, and then you will need to renew access_token by means of refresh_token. So make sure you have saved this token outside the system.

    When you get the new authorization parameters, you should update them in Data2CRM.API system. Use "Update application information" methods for that.

    Note! The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

Solve360CRM

type - Solve360CRM

api_url - https://secure.solve360.com/

login - your email for auth into Solve360CRM

password - your Solve360CRM API token

HighriseHQ

type - HighriseHQ

api_url - CRM URL

login - your HighriseHQ API token

password - no need

PipelineDeals

type - PipelineDeals

api_url - https://www.pipelinedeals.com/

login - your PipelineDeals API key

password - no need

Pipedrive

type - Pipedrive

api_url - CRM URL

(example: https://api.pipedrive.com/v1/)

login - admin

(example: my-bitrix-crm@mail.com)

password - API Token

(example: kwPiCnHv0qycIwQzm124214)

HubSpot CRM

To connect Hubspot CRM with Data2CRM.API, you need to provide the following parameters:

type – HubSpot

email – Provide your CRM email

password - Specify CRM password

(example: my-crm-email@mail.com)

hub_id - enter your hub ID

Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

Microsoft Dynamics

type - MicrosoftDynamics

api_url - CRM URL

(example: https://my-dynamics.crm4.dynamics.com/)

login - your email for auth into MicrosoftDynamics CRM

(example: my-crm-email@mail.com)

password - your password for auth into MicrosoftDynamics CRM

(example: my-crm-password)

CapsuleCRM

Here are the access parameters you need to connect CapsuleCRM with Data2CRM.API:

type - CapsuleCRM

api_url - https://.capsulecrm.com/api/

(example: https://my-capsule.capsulecrm.com/api/)

login - admin

password - your CapsuleCRM API token

(example: s6re4n8qilgqab41x1xcrf63z1esrzig)

More questions are coming up?
Feel free to contact our support team.

Get Support

Permalink.

How can I authenticate with Data2CRM.API?

For the authentication, you need 2 parameters in the header of a request.

  • X-API2CRM-USER-KEY defines the client who makes the request. It must be used for all requests sent to Data2CRM.API. You can always find your key on the API Credentials Page.

  • X-API2CRM-APPLICATION-KEY defines the application you are going to work with. It must be used for all resources apart from application and platform. It is created and given to you automatically after the successful request to add a CRM into Data2CRM.API system.

  • More questions are coming up?
    Feel free to contact our support team.

    Get Support

    Permalink.

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