API Keys

Finding Your API Keys

The process of locating your API keys within the CRM is simple and can be broken down into a few easy steps:

1. Switch to Agency View: The first step is to ensure you're in the agency view of the CRM. This view provides access to a broader range of settings and options.
2. Access Settings: Once in the agency view, navigate to the settings menu. This area houses various configuration options for your account.
3. Locate API Keys: Within the settings menu, find and select the "API keys" section. Here, you'll see two types of API keys: agency API keys and location API keys.

Creating New API Keys

If you need to create a new API key, the process is straightforward:

1. Initiate New API Key: In the API keys section, look for the option to create a new API key.

2. Name Your API Key: When creating a new key, you'll be prompted to enter a name for it. Choose something descriptive, like "Marketing Automation," to easily identify its purpose later.

3. Copy and Secure Your API Key: After creation, make sure to copy and securely store your new API key. It's crucial for integrating and automating various CRM functions.

Using Your API Keys

API keys unlock the potential to integrate and automate numerous CRM functions. Here are some common uses:

• Workflow Automation: Automate tasks and processes within your CRM to improve efficiency.
• Third-party Integrations: Connect your CRM with other applications to streamline operations and enhance functionality.
• Custom Development: Developers can use API keys to create tailored solutions and extensions for your CRM.

Accessing Developer Documentation

For a more in-depth understanding of how to use your API keys, refer to the CRM's Developer Documentation. This resource provides comprehensive guides on:

• API versions (e.g., API 1.0, API 2.0)
• Implementing workflows, trigger links, and forms
• Best practices for secure and efficient API usage

Troubleshooting and FAQs

• What if I lose my API key? If you lose an API key, it's recommended to generate a new one for security reasons. Ensure the old key is deactivated to prevent unauthorized access.
• Can I have multiple API keys? Yes, you can create multiple API keys to serve different purposes or integrations, enhancing organization and security.