Create and manage keys that third-party apps and services require to integrate with Connect. Access the supporting documentation
1. Login into CRF Connect: https://connect.crfusa.com/app/
2. Click on the 'Integrations' tab on the left-hand menu bar:
3. Click on 'Create API Key' to create a new API Key:
NOTE: Slugs & Root Endpoints
From the 'Integrations' page is where you can retrieve the partner-specific 'Slug' component of the URL & also the 'Root Endpoint' which is used in path /api/v1/slug...
4. Enter an API Key Name with Tags (optional) & set permissions and expiration date for the API Key:
Permissions are as follows:
export:leads Lead exports which have been generated can be downloaded via the API if the API key has permission.
read:leads Enables the API key to read lead metadata via API.
write:submissions Enables referral partners to create submissions via API.
write:leads Enables service partners to update their leads stage progression via API.
5. Click on "Generate Key" to generate the new API Key:
6. Your new API Key and Partner ID will be generated as seen below:
IMPORTANT NOTE: Please copy the key above and store it somewhere secure.
This key is non-recoverable once you click the close button. If you lose this key, you will need to create a new one.
7. You will be able to Manage your API Keys by refreshing or deleting them on the 'Integrations" page within Connect:
API & Integrations Document Guides: CRF Connect Integration