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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