Connect Your ShuftiPro Account to the CRM

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

1

Navigate to ShuftiPro Settings on the CRM

1. Go to Settings > KYC.

2. Select "ShuftiPro Settings".

   

2

Retrieve Your ShuftiPro API Key

1. Login to your ShuftiPro account.

2. Go to Settings > API Configurations.

   
3. You will see your "Client ID". You can copy your "Client ID" by clicking onto the "Copy" icon.

   
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.

   
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.

3

Fill in Your ShuftiPro API Key Details

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

   
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.

   

4

Setup Callback URL on ShuftiPro

1. Login to your ShuftiPro account.

2. Go to Settings > API Configurations.

   
3. Go to "Callback/Redirect URLs".

4. Click "Create Domain".

   
5. Select "Callback", fill in the Callback URL and click "Submit".

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