webCRM

Created by Didde Skov, Modified on Wed, 9 Oct, 2024 at 1:56 PM by Didde Skov

Set up data source


To set up the webCRM integration with Board, simply follow these steps:


1. Go to Settings > Integrations

2. Click on Add integration > Select webCRM

3. Optionally, name the data source, e.g., if you have multiple data sources of the same type

4. Fill in the Application Token


We highly recommend creating a new Application Token for the integration between webCRM and IntraManager Board. The Application Token can be created via Settings > Integration > API > REST in webCRM.


5. Optionally, click Check credentials to validate the information. If all the details are validated, they will be highlighted in green

6. Finish by clicking Save

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