Overview
This article outlines the steps to integrate OnePageCRM on the Josys App Catalog page.
Integration Specifications
| Target Plan | Business, Professional |
|---|---|
| Integrations Admin Type | OWNER or ADMINISTRATOR |
| Connection Method | API Key/Token |
| Connection Key | |
| Capabilities | Account Visualization |
| Account Visualization | Active Deleted |
| Status Excluded from Unmanaged IDs | Deleted |
| Available Settings for Provisioning | |
| Available Settings for Deletion | |
| Subscription Information | How to check subscription information |
| Other Retrieved Items | - |
| Items that can be visualized |
• Permissions • Status |
| License Management Items | |
| Common Items | Role Status User |
| Available Permissions | • Focused User • User • Administrator • Owner |
| Edit Permissions | |
| Target Accounts | - |
Generating an API Token
- Log in to OnePageCRM with an
OWNERorADMINISTRATORaccount, and go to https://app.onepagecrm.com/app/api . - Copy the
User IDandAPI Key.
Integration with Josys
- From the Josys left sidebar, click Integrations > App Catalog.
- Search for and click OnePageCRM.
- An integration settings page will appear on the right.
- Enter the User ID and API Key, then click Next to complete the integration.