V5.2.0 - Open API Functionality

Learn about all the details of all our recent CRM updates here.

Released Date - 27 June 2022

In this release, we introduce the Open API function, enabling seamless integration with third-party services. Within the Open API Keys section, you can generate API keys essential for authenticating access to the CRM's features and data, facilitating efficient integration.

Moreover, you can access host information within the Open API Keys section. This crucial detail specifies the server or network location where the CRM is hosted. Understanding this information ensures accurate configuration of integration settings, guaranteeing a smooth and reliable connection between the CRM and integrated third-party services.

1) Creating Open API Keys

To retrieve the Open API Key, follow these steps:

1. Click on the "Create API Key" button.

   
2. Enter a name for the API Key to easily identify its purpose or usage and click "Save".

   
3. The API Key will be generated and displayed on the screen. It is recommended to copy the API Key by clicking the "Copy" button.

   
4. Make sure to store the API Key in a secure location, such as a password manager or a secure document.

5. Please note that once you close the tab or navigate away from the page, you will not be able to retrieve the API Key again.

2) Deleting Open API Keys

To delete Open API keys, follow these steps:

1. Locate the Open API key that you want to delete.

2. Click on the "Delete" icon associated with the API key.

   
3. A popup message will appear, informing you that the API key will be permanently deleted and cannot be retrieved.

4. Confirm your decision by clicking on the "Confirm" button to proceed with the deletion.