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CRMs

How can I authorize Insightly CRM?

You need to provide your CRM API key. (Check out how to find it here.)

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.

Example:

{

"type":"Insightly",

"description": "Company CRM",

"authorization": "key",

"credential": [

{

"name": "api_key",

"value": "8636e481-d121-43bf-9c50-d30bg3020124"

}

]

}

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How can I authorize Salesforce CRM?

Salesforce authorization can be done in two ways, each of them has specific benefits.

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.

1. oAuth authorization via Data2CRM.API app

During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api-backend.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.

Example:

{

"type":"Salesforce",

"description": "Company CRM",

"authorization": "oAuth-internal",

"credential": [

{

"name": "instance_url",

"value": "https://eu6.salesforce.com/"

},

{

"name": "access_token",

"value": "00D36000000q00m!AQkAQPXIXS7l8s.FlAbu0St61eg1F4EiEpDnP7ProsEXI0_10oq2"

},

{

"name": "refresh_token",

"value": "5Aep8bHyftz0nI_C6W6g4LNvH.2xpDzo2YW5ZBxGkdHp0HRTkfcf3IjcaLQQv9UcwUJc"

}

]

}

    2. oAuth authorization via your app

    During this authorization, you need to receive the access parameters using https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_understanding_web_server_oauth_flow.htm" target="_blank">this instruction</a>: 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.

    Example:

    {

    "type":"Salesforce",

    "description": "Company CRM",

    "authorization": "oAuth-internal",

    "credential": [

    {

    "name": "instance_url",

    "value": "https://eu6.salesforce.com/"

    },

    {

    "name": "access_token",

    "value": "00D36000000q00m!AQkAQPXIXS7l8s.FlAbu0St61eg1F4EiEpDnP7ProsEXI0_10oq2"

    }

    ]

    }

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    How Can I Find URL of the Microsoft Dynamics 365 CRM?

    If you decide to move the CRM data from or to Microsoft Dynamics 365 and want to find URL of the platform, consider the following steps:
    1. Sign into your Microsoft Dynamics CRM account.
    2. Press on the square ‘Dynamics 365’ on the left side of the page.

    3. Then, go to ‘My App’ and click on the square ‘Dynamics 365 - custom’ and you will be redirected to your Microsoft Dynamics CRM.



    4. After that, go to your browser address bar and copy a link address (from the beginning till the /main.aspx/ ). It could contains words “dynamics.com” or even not.

    E.g. If your URL is https://crm.your-systems.com/your-system/main.aspx. You should copy “https://crm.your-systems.com/your-system/” and paste it in the migration wizard.



    5. Then, paste the copied link into the required field in the migration wizard, as well as your email and password and proceed with your CRM migration.


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    How can I authenticate Hubspot CRM?

    You need to provide the user email, password and Hub ID. (Check out how to find it here.)

    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.

    Example:

    {

    "type":"HubSpot",

    "description": "Company CRM",

    "authorization": "user",

    "credential": [

    {

    "name": "email",

    "value": "example@mail.com"

    },

    {

    "name": "password",

    "value": "qwerty123"

    },

    {

    "name": "hub_id",

    "value": "12345678"

    }

    ]

    }

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    How can I find Close.io CRM API key?

    To find your Close.io CRM API key, you need to click on your name in the upper right corner and choose Settings

    .closeio-api-key-1

    Then, you will see a menu on the left, where you click on Your API Keys.

    closeio-api-key-2

    On the page layout, you will see a button Generate New API Key -

    closeio-api-key-3

    click on it, and there will appear your Close.io CRM API key.

    closeio-api-key-4

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    How can I find Base CRM Access Token?

    To find your Base CRM Access Token, you need to click on your name in the upper right corner and choose Settings.

    base-crm-access-token-1

    Then, you will see a menu on the left, where you click on OAuth.

    base-crm-access-token-2

    On the page layout, you will see a button Add Access Token -

    base-crm-access-token-3

    after you click on it, you will see a menu where you are asked to provide description of this Access Token and choose scopes of its further usage.

    base-crm-access-token-4

    Once you hit Save button, you will get your Base CRM Access Token. Make sure you copy it to your personal token, the system won’t show it again.

    base-crm-access-token-5

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    How can I find my Bitrix24 Access API Parameters?

    Here are the access parameters you need to connect Bitrix24 with Data2CRM.API in 2 ways:

      1. If you create your application at Bitrix24 Apps, you receive the unique client_id and client_secret. To add your CRM to the service API, you need send the next post/crm method:

    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

    Pay attention that the password should contain 4 parts separated by the sign “|” : access_token, refresh_token, client_id, and client_secret. Make sure there are no spaces between them.

      2. If you use Data2CRM.API application, the post/crm method will look like:

    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

    Pay attention that the password should contain 2 parts separated by the sign “|” : access_token and refresh_token. Make sure there are no spaces between them.

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    How can I find my bpm’online Access API Parameters?

    Here are the access parameters you need to connect bpm’online with Data2CRM.API:

    type - BPMOnline

    api_url - CRM URL + API oData path

    (example: https://my-bmponline-crm.com/0/ServiceModel/EntityDataService.svc)

    login - your login for auth into bpm’online

    (example: my-bpmonline-login)

    password - your password for auth into bpm’online

    (example: my-bpmonline-password)

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    How can I find out Capsule CRM API token?

    In order to get your Capsule CRM API token, proceed with the following steps:

    – Go to your Capsule account and click ‘My Preferences’:

    capsule1

    – Then right at the left sidebar, you can see API Authentication Token.

    capsule2

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    How can I find my Highrise Access API Parameters?

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

    type - HighriseHQ

    api_url - CRM URL

    (example: https://my-highrisehq.highrisehq.com/)

    login - your HighriseHQ API token

    (example: lwfhersJS4Baztj1NyPb0yKxkwPiCnHv0qycIwXQm)

    password - no need

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    How Can I Find My Highrise API Token?

    To find your API token, you need to login in your Highrise account. Go to Account & settings and select My info.

    highrise1

    Then click on the API token. In the bottom, you will see your API key.

    highrise2

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    How can I find my HubSpot CRM Hub ID?

    In order to get you HubSpot CRM Hub ID, go to your HubSpot CRM admin panel and select the right account (if you have a few of them):

    Select HubSpot CRM Account

    After that, top right you'll see Hub ID number:

    Copy Hub ID

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    How can I find my HubSpot CRM Access API Parameters?

    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

    Check out how to find your Hub ID here.

    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.

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    Feel free to contact our support team.

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    How can I find my Insightly Access API Parameters?

    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)

    Check out how to find your Insightly API key here.

    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.

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

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    How can I find Insighly CRM API Key?

    To get your Insightly API key, follow the scheme below:

    Go to your Insightly Home page -> User Settings

    insightly-api-key1

    Then, right at the bottom of the page you will see your API key.

    insightly_api_key_2

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    How can I find my Microsoft Dynamics Access API Parameters?

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

    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)

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    How can I find my OroCRM Access API Parameters?

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

    type - OroCRM

    api_url - CRM URL

    (example: https://my-oro-crm.com/)

    login - your login for auth into OroCRM

    (example: my-oro-crm-login)

    password - your OroCRM access API key

    (example: AzlsHAjm9mmbSfdH)

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    Where can I find my OroCRM API key?

    To find your OroCRM API key, you need to login to your OroCRM software.

    orocrm-key1

    Go to ‘My User’ where you find the API key.

    orocrm-key2orocrm-key3

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    How can I find my Pipedrive API Key?

    To get your Pipedrive API key:

    - Go to your dashboard, click 'Settings' at the right top side:

    Pipedrive-API-Key

    - Choose 'API' at the left sidebar and you will see your API Token:PIpedrive copy API Key

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    How can I find my Pipedrive Access API Parameters?

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

    type - Pipedrive

    api_url - https://api.pipedrive.com/v1/

    login - admin

    password - API Token

    (example: kwPiCnHv0qycIwQzm124214)

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    How can I find my PipelineDeals Access API Parameters?

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

    type - PipelineDeals

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

    login - your PipelineDeals API key

    (example: kwPiCnHv0qycIwQzm)

    password - no need

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    How can I find out PipelineDeals API key?

    In order to get your PipelineDeals API key, you should log in your CRM account and go to ‘Account Settings’:pipelinedeals-account1

    After that, in the sidebar press ‘PipelineDeals API’ and enable API access:

    enable-API-Pipeline-Deals2

    Right there you will see your API key.

    api-key-pipelinedeals3

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    How can I find my Salesforce Access API Parameters?

    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.

    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.

      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.

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

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    How do I find my API URL in Salesforce?

    The API URL of Salesforce may be different.

    For example, after the login in the CRM you can use the domain URL: https://eu6.salesforce.com/. However, it should look like https://eu6.salesforce.com/services/data/v31.0/ that means you use the domain URL and add services/data/v31.0/ to it.

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    How Do I Enable API Access in Salesforce by Permission Set?

    You need to be a Salesforce administrator for enabling the API access.

    Login and go to the Setup, and

    install_enter_setup

    then go to Manage Users and click Permission Set.

    Permissionsets_salesforce

    After choosing the specific set, go to System

    system

    and click System Permissions.

    system-permission

    Edit and check the API Enabled box and save the changes.

    system-changes

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    How Can I Find My Solve API Token?

    To find your API token, login in your Solve account. In the right corner of page layout, you will find Morebutton. Click on it and select My Account.

    solve360-api-token1

    Then in the My Account menu click on API token to get it.

    solve-api-token-2

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    How can I find my Solve Access API Parameters?

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

    type - Solve CRM

    api_url - <a href="https://secure.solve360.com/" target="_blank">https://secure.solve360.com/</a>

    login - your email for auth into Solve360CRM

    (example: my-solve360@mail.com)

    password - your Solve360CRM <a href="http://www.data2crm.com/migration/faqs/can-find-solve-api-token/" target="_blank">API token</a>

    (example: HwfherWJS4Baztj0NyPb0yKxkwPiCnHv0qycIwQQm)

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    How can I find my SugarCRM Access API Parameters?

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

    type - SugarCRM

    api_url - CRM URL + API REST v4 path

    (example: https://my-sugar-crm.com/service/v4/rest.php

    login - your login for auth into SugarCRM

    (example: my-sugar-crm-login)

    password - your password for auth into SugarCRM

    (example: my-sugar-crm-password)

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    How can I find my SuiteCRM Access API Parameters?

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

    type - SuiteCRM

    api_url - CRM URL + API REST v4 path

    (example: https://my-suite-crm.com/service/v4/rest.php)

    login - your login for auth into SuiteCRM

    (example: my-suite-crm-login)

    password - your password for auth into SuiteCRM

    (example: my-suite-crm-password)

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    How can I find my Vtiger Access API Parameters?

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

    type - vtiger

    api_url - CRM URL + API path

    (example: https://my-vtiger-crm.com/webservice.php)

    login - your login for auth into vtiger

    (example: my-vtiger-login)

    password - your vtiger access API key

    (example: kzlsHAPm1mmbSfGl)

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    How can I disable Zoho two-factor authentication?

    In order to disable the two-factor authentication of your Zoho CRM, proceed with the following steps:

    1. Go to your Zoho dashboard and select 'My account' option:

    Zoho inetgration: disable two factor authentication

    2. Next, press 'Two Factor Authentication':

    two-factor-authentication

    3. Then, turn off the activation button and enter your password:

    Turn-off

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    How can I find my ZohoCRM Access API Parameters?

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

    type - ZohoCRM

    api_url - http://zoho.com/

    login - your login for auth into ZohoCRM

    (example: my-zoho-crm-login)

    password - your password for auth into ZohoCRM

    (example: my-zoho-crm-password)

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    I can’t add tasks from my system to tasks on HubSpot. Does Data2CRM.API mean something else under the tasks?

    Data2CRM.API supports the tasks as tasks in HubSpot. Here is the list of supported fields:

    task-fields-on-hubspot

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