# Connect Your ShuftiPro Account to the CRM

To get started, connect your ShuftiPro account to the CRM by following these steps:

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#### Navigate to ShuftiPro Settings on the CRM

1. Go to Settings > KYC.
2. Select "ShuftiPro Settings".

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FclBjYtelZbqygrczfWAW%252Fimage.png%3Falt%3Dmedia%26token%3D1c5fc2ac-3615-427e-a45b-5b859ced5c8e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ec577d05&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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#### Retrieve Your ShuftiPro API Key

1. Login to your ShuftiPro account.
2. Go to Settings > API Configurations.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FakTHPAS4N3YW9iHWQlLC%252Fimage.png%3Falt%3Dmedia%26token%3D144d9976-15ca-4086-a5a3-3fde19f6c829&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5e33a974&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3. You will see your "Client ID". You can copy your "Client ID" by clicking onto the "Copy" icon.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FbkUgcxN02NRXCNR5jTCn%252Fimage.png%3Falt%3Dmedia%26token%3D3b25c1b7-b861-4700-b60c-38ffd3ffd9de&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b222cf61&#x26;sv=2" alt=""><figcaption></figcaption></figure>
4. Click "Generate Secret Key" if you have not done so before, or if you wish to update it. If you already have a record of your existing secret key, you can proceed to the CRM Back Office portal to complete the connection setup.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FEtkt2RnMdyhXBfVmNRn0%252Fimage.png%3Falt%3Dmedia%26token%3Ddd7504d2-1bb6-465b-85c2-46c822ee2eee&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=844c982f&#x26;sv=2" alt=""><figcaption></figcaption></figure>
5. Upon clicking "Generate Secret Key", a new key will be generated. Be sure to copy and store it somewhere safe for future reference. Then, click "Update" to activate the new secret key.\
   \
   &#x20;![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252F4c79Kvi2pokwYa4yy7PX%252Fimage.png%3Falt%3Dmedia%26token%3D8b581a74-c77a-4c2d-8f7e-0805773500f6\&width=300\&dpr=4\&quality=100\&sign=33f37b5d\&sv=2)

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{% step %}

#### Fill in Your ShuftiPro API Key Details

1. On the CRM Back Office Portal, click the "Edit" icon.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FM5PLQZnCRT8AZXM5dJWC%252Fimage.png%3Falt%3Dmedia%26token%3D28062c07-37f2-4f1d-9b02-c9dea5c7ed9c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b98a7661&#x26;sv=2" alt=""><figcaption></figcaption></figure>
2. Fill in your Client ID and Secret Key.
3. If the Secret Key is created after March 2023, click "Yes", otherwise, click "No".
4. Click the "Save" icon.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FTtltiCHtz2GDKX7oiT0O%252Fimage.png%3Falt%3Dmedia%26token%3D3a007014-ae7e-47a2-83ed-cb0deac5153a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=74937033&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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{% step %}

#### Setup Callback URL on ShuftiPro

1. Login to your ShuftiPro account.

2. Go to Settings > API Configurations.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FZhDETc5XgEfekC61nvnW%252Fimage.png%3Falt%3Dmedia%26token%3D5b783521-71c0-4c5b-9aaf-8816920003bb&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=fb282f82&#x26;sv=2" alt=""><figcaption></figcaption></figure>

3. Go to "Callback/Redirect URLs".

4. Click "Create Domain".

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FmdKaJFsAlNSEbN5fIEWn%252Fimage.png%3Falt%3Dmedia%26token%3D15b957aa-c7cd-4778-8f42-e6e9ad3294a1&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=8386b5f9&#x26;sv=2" alt=""><figcaption></figcaption></figure>

5. Select "Callback", fill in the Callback URL and click "Submit". \
   \
   ![](https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FF9zJJLRQsz1AhN5mPKjJ%252Fimage.png%3Falt%3Dmedia%26token%3D5fb403fc-08a7-421f-a0fe-b061cb02774e\&width=300\&dpr=4\&quality=100\&sign=2fa99f91\&sv=2)\\

6. You can retrieve the Callback URL from the CRM Back Office Portal.

   <figure><img src="https://reference-guide.gitbook.io/crm-version-release-notes/~gitbook/image?url=https%3A%2F%2F2882407036-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FtcPc3eNiDR0XV3sykf6H%252Fuploads%252FULpRrYj4RQDjV4L6sXmb%252Fimage.png%3Falt%3Dmedia%26token%3D4269204d-8b69-4706-b938-d34d446bfba7&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=bde82cd7&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% endstep %}
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