CRM Migration FAQs

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’: – Then, click on: “API Authentication Token” on the right sidebar; “Personal Access Tokens” on the left, and “Edit” after that. – In the opened window, you should: specify the description; MAKE

FindMyCRM Resources

capsule-findmycrm

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

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

My Preferences
 

– Then, click on:

  1. “API Authentication Token” on the right sidebar;
  2. “Personal Access Tokens” on the left, and
  3. “Edit” after that.
API Authentication Token
 

– In the opened window, you should:

  1. specify the description;
  2. MAKE SURE TO TICK “Create, update and delete the information from your Capsule account,” and
  3. press “Save Changes.”
Save Changes
 

– So, copy the code, go back to the Migration Wizard and continue your data transfer.

copy the code
API tokens are sensitive

 

Elements Image

Subscribe to our newsletter

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Semper neque enim rhoncus vestibulum at maecenas. Ut sociis dignissim.