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Faqs

General Service Questions

Can I get a free trial to test Data2CRM.API?

Data2CRM.API offers a 30-days trial plan to try the service in action.

Register at api-data2crm.3scale.net and select the Demo Plan.

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What is the uptime of Data2CRM.API?

In accordance to SLA agreement, Data2CRM.API guarantees 99,8% uptime per month.

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Does Data2CRM.API support integration with hosted version of CRM platforms?

The service provides the integration with the hosted versions of CRM platforms.

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How does the find account API method work for different platforms?

Account search using “find” method is executed differently on different CRM platforms. The search result will depend on the search type implemented in each particular CRM.

For example, in Highrise the search returns records using “like” method. Which means, that if you search “account1”, it will also return records “account11”, “account111”, etc.  

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What does 20 concurrent API requests per account and 500 connected CRMs mean?

20 concurrent API requests per account means that your system can send 20 multiple simultaneous requests going into our API. For instance, 20 post/lead methods every split second. Under an account, we mean you as our client.

500 connected CRMs is the number of your users, who connect their CRMs to your software via our API. For instance, 250 Pipedrive and 250 Insightly CRMs.

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Can I use my own servers along with using Data2CRM.API?

The option of using your own servers is possible in the Dedicated, Premium, and Enterprise Plans. For more details contact a dedicated account manager or request a quote.

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Getting Started

What do I need to connect a CRM to Data2CRM.API?

When adding a new CRM into the system, you will be asked to provide certain access API parameters. The parameters differ depending on a CRM type and are as follows:

Bitrix24

  • If you create your application at Bitrix24 Apps

type – Bitrix24

api_url – CRM URL

(example: https://my-bitrix-crm.bitrix24.com/)

login – your email for auth into Bitrix24

(example: my-bitrix-crm@mail.com)

password – access_token|refresh_token|client_id|client_secret

  • If you use Data2CRM.API application

type – Bitrix24

api_url – CRM URL

(example: https://my-bitrix-crm.bitrix24.com/)

login – your email for auth into Bitrix24

(example: my-bitrix-crm@mail.com)

password – access_token|refresh_token

SugarCRM

type - SugarCRM

api_url - CRM URL + API REST v4 path

login - your login for auth into SugarCRM

password - your password for auth into SugarCRM

SuiteCRM

type - SuiteCRM

api_url - CRM URL + API REST v4 path

login - your login for auth into SuiteCRM

password - your password for auth into SuiteCRM

bpm’online

type - BPMOnline

api_url - CRM URL + API oData path

login - your login for auth into BPMOnline

password - your password for auth into BPMOnline

Vtiger

type - vtiger

api_url - CRM URL + API path

login - your login for auth into vtiger

password - your vtiger access API key

OroCRM

type - OroCRM

api_url - CRM URL

login - your login for auth into OroCRM

password - your OroCRM access API key

ZohoCRM

type - ZohoCRM

api_url - http://zoho.com/

login - your login for auth into ZohoCRM

password - your password for auth into ZohoCRM

Insightly

To connect Insightly with Data2CRM.API, you need to provide the following parameters:

type - Insightly

api_key - enter your API key

(example: 8636e481-d121-43bf-9c50-d30bg3020124)

Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

Salesforce

To connect Salesforce with Data2CRM.API, you have two options: oAuth Internal and oAuth External. So you need to provide the following parameters:

    1. oAuth-internal

    type - Salesforce

    instance_url - Identifies the Salesforce instance to which API calls should be sent

    access_token - Access token acts as a session ID that the application uses for making requests

    refresh_token - The token can be used for getting new access tokens in the future

    During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api.api2crm.com/authorization/oauth/Salesforce/authorize?redirect=<redirect>. Here <redirect> stands for the address where we should drive the user back and transfer into URL hash the authorization parameters: instance_url, access_token, refresh_token.

    After that, they can be used as the access credentials for Data2CRM.API system. That allows us to refresh the authorization parameters on our side by using refresh_token.

    2. oAuth-external-refresh

    type - Salesforce

    instance_url - Identifies the Salesforce instance to which API calls should be sent

    access_token - Access token acts as a session ID that the application uses for making requests

    During this authorization, you need to receive the access parameters using this instruction: instance_url, access_token, refresh_token.

    After that, instance_url and access_token can be used as the access credentials for Data2CRM.API system. When the access_token expires, the system will give the authorization error, and then you will need to renew access_token by means of refresh_token. So make sure you have saved this token outside the system.

    When you get the new authorization parameters, you should update them in Data2CRM.API system. Use "Update application information" methods for that.

    Note! The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

Solve360CRM

type - Solve360CRM

api_url - https://secure.solve360.com/

login - your email for auth into Solve360CRM

password - your Solve360CRM API token

HighriseHQ

type - HighriseHQ

api_url - CRM URL

login - your HighriseHQ API token

password - no need

PipelineDeals

type - PipelineDeals

api_url - https://www.pipelinedeals.com/

login - your PipelineDeals API key

password - no need

Pipedrive

type - Pipedrive

api_url - CRM URL

(example: https://api.pipedrive.com/v1/)

login - admin

(example: my-bitrix-crm@mail.com)

password - API Token

(example: kwPiCnHv0qycIwQzm124214)

HubSpot CRM

To connect Hubspot CRM with Data2CRM.API, you need to provide the following parameters:

type – HubSpot

email – Provide your CRM email

password - Specify CRM password

(example: my-crm-email@mail.com)

hub_id - enter your hub ID

Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

Microsoft Dynamics

type - MicrosoftDynamics

api_url - CRM URL

(example: https://my-dynamics.crm4.dynamics.com/)

login - your email for auth into MicrosoftDynamics CRM

(example: my-crm-email@mail.com)

password - your password for auth into MicrosoftDynamics CRM

(example: my-crm-password)

CapsuleCRM

Here are the access parameters you need to connect CapsuleCRM with Data2CRM.API:

type - CapsuleCRM

api_url - https://.capsulecrm.com/api/

(example: https://my-capsule.capsulecrm.com/api/)

login - admin

password - your CapsuleCRM API token

(example: s6re4n8qilgqab41x1xcrf63z1esrzig)

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How can I authenticate with Data2CRM.API?

For the authentication, you need 2 parameters in the header of a request.

  • X-API2CRM-USER-KEY defines the client who makes the request. It must be used for all requests sent to Data2CRM.API. You can always find your key on the API Credentials Page.

  • X-API2CRM-APPLICATION-KEY defines the application you are going to work with. It must be used for all resources apart from application and platform. It is created and given to you automatically after the successful request to add a CRM into Data2CRM.API system.

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    Pricing & Billing

    How much does the service cost?

    Data2CRM.API provides currently a personalized approach to service pricing. To provide the most beneficial pricing option for your specific business, we offer to send us a Request for Quote with your contact details.

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    Security and Privacy

    Can I be sure of data security using Data2CRM.API?

    Data2CRM.API service takes serious measures to protect our clients personal and store information. 
    Sensitive data is protected from unauthorized access. We guarantee not to share your personal account data and keep it confidential. Terms of service security and information protection are provided by Privacy Policy.

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    Troubleshooting

    How to Improve Work Consistency with Data2CRM.API?

    To ensure better and undisrupted connection and workflow with Data2CRM.API, the owners of hosted CRM platforms, are advised to add the IP addresses of the service into their whitelist.

    Here are the IP address used by Data2CRM.API

      5.58.76.130

      93.77.238.130

      136.243.88.142

      78.46.40.187

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    How do I report a bug or request a new feature?

    You can report a bug or request a new feature submitting the form.

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    I posted data via Data2CRM.API, but the details are published somewhere else. What does it mean?

    This question is connected with the data validation. That means the following: if you enter the incorrect email in the post/crm method, the system won’t send the next requests.

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    If I reach maximum amount of CRMs, what error will appear?

    When you use all the API calls, the PHP SDK will show you 403 error [SERVICE_CONNECTED_CRM_LIMIT_EXCEEDED].

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    My status is still ‘pending’. How can I fix that?

    If your status is “pending”, you need to confirm the email address to activate it.

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    Where do I get the CRMKEY for the CRM I’ve added?

    When you send post/crm method, the service API sends back a response with a unique CRMKEY.

    The returned ID is the CRMKEY of CRM you’ve added.

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    When I tried to get an existing task – it was a call log, but the service didn’t return anything special like phone or name or email. Why?

    You can't get any information: phone, name email, etc. because this data is related to another record types i.e. lead, contact, account and opportunity. They are displayed in the call log because a call is related to your lead record.

    If you want to display this information in your system later, you should use get/lead/{lead_id} method, for instance.

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    How can we let our users connect their CRM to the service?

    To enable the connection of your users to their CRMs, you should create an interface on the client’s side where the end users will be able to enter CRM type and Access API Parameters.

    You can find these parameters here.

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    If CRM has custom fields, how can I update these leads?

    Data2CRM.API supports the custom fields and you can update them by using API method: get/lead/describe that retrieves the information about the fields, their types, and structure.

    get-lead-api-method

    You will get the response from our API where status and owner_id are the standard fields, and SICCode__c and ProductInterest__c are the custom fields of the user of this very CRM system.

    response-body

    Then you send the API method: put/lead/{lead_id} with custom fields that allows to update those leads.

    put-api-method

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    How many API limits do I have per day?

    There are no API limits. You have as many API requests as your plan includes.

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    Glossary

    API call / Request

    API call / Request is a query to get information from a database, sent by your system to perform various manipulations with the CRM data. For instance:

    • add, update, delete data
    • query information, etc.  

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    API Key

    API Key is a code passed in to call an application programming interface and is applied both to control the API usage and as identifier and token for authentication.

    In order to integrate with Data2CRM.API you need to have 2 API keys:

    1. Data2CRM API Key serves to identify a user. This string of characters is applied as a form of authentication. To get your unique Data2CRM API credentials and start your integration,  register at our API management resource
    2. Also, to start your software integration, you should provide CRM API key. It is a string of characters that allows to access CRM’s data. You can get this API key from the particular CRM you wish to connect. You may find out it in your platform’s admin panel. Check out the detailed instructions where specific CRM type API is located.

    Both API keys are unique for every added CRM and user.  

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    API Method (Endpoint, Hit)

    API Method (Endpoint, Hit) is a specific command addressed to a server to complete some peculiar operation with CRM data. Data2CRM.API uses over 70 different methods, for example, get contact method allows to add CRM contacts into the system.

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    Concurrent requests

    Concurrent requests represent multiple simultaneous requests going into the system.

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    CRM platform

    CRM platform is a specific software category designed to help companies manage customer data and interactions, access business information, automate sales, marketing and customer support, as well as manage employee, vendor and partner relationships.

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    Field

    Field is a  response string carrying certain data.

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    Integration

    Generally speaking, an integration is the act of combining or adding parts to make a unified whole. In the context of Data2CRM.API service, integration is the process of  connecting your application to our unified API that gives you access to a number of CRM platforms simultaneously. It allows to retrieve and manipulate CRM data such as accounts, contacts, leads, opportunities, tasks, notes, attachments, etc.

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    What is an API?

    To make this quite complicated term clear for you we offer to check the video below. What is an API?

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    Highrise

    How can I find my Highrise Access API Parameters?

    Here are the access parameters you need to connect Highrise with Data2CRM.API:

    type - HighriseHQ

    api_url - CRM URL

    (example: https://my-highrisehq.highrisehq.com/)

    login - your HighriseHQ API token

    (example: lwfhersJS4Baztj1NyPb0yKxkwPiCnHv0qycIwXQm)

    password - no need

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    How Can I Find My Highrise API Token?

    To find your API token, you need to login in your Highrise account. Go to Account & settings and select My info.

    highrise1

    Then click on the API token. In the bottom, you will see your API key.

    highrise2

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    Insightly

    How can I authorize Insightly CRM?

    You need to provide your CRM API key. (Check out how to find it here.)

    Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

    Example:

    {

    "type":"Insightly",

    "description": "Company CRM",

    "authorization": "key",

    "credential": [

    {

    "name": "api_key",

    "value": "8636e481-d121-43bf-9c50-d30bg3020124"

    }

    ]

    }

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    How can I find my Insightly Access API Parameters?

    To connect Insightly with Data2CRM.API, you need to provide the following parameters:

    type - Insightly

    api_key - enter your API key

    (example: 8636e481-d121-43bf-9c50-d30bg3020124)

    Check out how to find your Insightly API key here.

    Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

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    How can I find Insighly CRM API Key?

    To get your Insightly API key, follow the scheme below:

    Go to your Insightly Home page -> User Settings

    insightly-api-key1

    Then, right at the bottom of the page you will see your API key.

    insightly_api_key_2

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    OroCRM

    How can I find my OroCRM Access API Parameters?

    Here are the access parameters you need to connect OroCRM with Data2CRM.API:

    type - OroCRM

    api_url - CRM URL

    (example: https://my-oro-crm.com/)

    login - your login for auth into OroCRM

    (example: my-oro-crm-login)

    password - your OroCRM access API key

    (example: AzlsHAjm9mmbSfdH)

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    Where can I find my OroCRM API key?

    To find your OroCRM API key, you need to login to your OroCRM software.

    orocrm-key1

    Go to ‘My User’ where you find the API key.

    orocrm-key2orocrm-key3

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    PipelineDeals

    How can I find my PipelineDeals Access API Parameters?

    Here are the access parameters you need to connect PipelineDeals with Data2CRM.API:

    type - PipelineDeals

    api_url - https://www.pipelinedeals.com/

    login - your PipelineDeals API key

    (example: kwPiCnHv0qycIwQzm)

    password - no need

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    How can I find out PipelineDeals API key?

    In order to get your PipelineDeals API key, you should log in your CRM account and go to ‘Account Settings’:pipelinedeals-account1

    After that, in the sidebar press ‘PipelineDeals API’ and enable API access:

    enable-API-Pipeline-Deals2

    Right there you will see your API key.

    api-key-pipelinedeals3

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    Solve

    How Can I Find My Solve API Token?

    To find your API token, login in your Solve account. In the right corner of page layout, you will find Morebutton. Click on it and select My Account.

    solve360-api-token1

    Then in the My Account menu click on API token to get it.

    solve-api-token-2

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    How can I find my Solve Access API Parameters?

    Here are the access parameters you need to connect Solve with Data2CRM.API:

    type - Solve CRM

    api_url - <a href="https://secure.solve360.com/" target="_blank">https://secure.solve360.com/</a>

    login - your email for auth into Solve360CRM

    (example: my-solve360@mail.com)

    password - your Solve360CRM <a href="http://www.data2crm.com/migration/faqs/can-find-solve-api-token/" target="_blank">API token</a>

    (example: HwfherWJS4Baztj0NyPb0yKxkwPiCnHv0qycIwQQm)

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    Vtiger

    How can I find my Vtiger Access API Parameters?

    Here are the access parameters you need to connect Vtiger with Data2CRM.API:

    type - vtiger

    api_url - CRM URL + API path

    (example: https://my-vtiger-crm.com/webservice.php)

    login - your login for auth into vtiger

    (example: my-vtiger-login)

    password - your vtiger access API key

    (example: kzlsHAPm1mmbSfGl)

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    SugarCRM

    How can I find my SugarCRM Access API Parameters?

    Here are the access parameters you need to connect SugarCRM with Data2CRM.API:

    type - SugarCRM

    api_url - CRM URL + API REST v4 path

    (example: https://my-sugar-crm.com/service/v4/rest.php

    login - your login for auth into SugarCRM

    (example: my-sugar-crm-login)

    password - your password for auth into SugarCRM

    (example: my-sugar-crm-password)

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    Salesforce

    How can I authorize Salesforce CRM?

    Salesforce authorization can be done in two ways, each of them has specific benefits.

    Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

    1. oAuth authorization via Data2CRM.API app

    During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api-backend.api2crm.com/authorization/oauth/Salesforce/authorize?redirect=<redirect>. Here <redirect> stands for the address where we should drive the user back and transfer into URL hash the authorization parameters: instance_url, access_token, refresh_token.

    After that, they can be used as the access credentials for Data2CRM.API system. That allows us to refresh the authorization parameters on our side by using refresh_token.

    Example:

    {

    "type":"Salesforce",

    "description": "Company CRM",

    "authorization": "oAuth-internal",

    "credential": [

    {

    "name": "instance_url",

    "value": "https://eu6.salesforce.com/"

    },

    {

    "name": "access_token",

    "value": "00D36000000q00m!AQkAQPXIXS7l8s.FlAbu0St61eg1F4EiEpDnP7ProsEXI0_10oq2"

    },

    {

    "name": "refresh_token",

    "value": "5Aep8bHyftz0nI_C6W6g4LNvH.2xpDzo2YW5ZBxGkdHp0HRTkfcf3IjcaLQQv9UcwUJc"

    }

    ]

    }

      2. oAuth authorization via your app

      During this authorization, you need to receive the access parameters using https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_understanding_web_server_oauth_flow.htm" target="_blank">this instruction</a>: instance_url, access_token, refresh_token.

      After that, instance_url and access_token can be used as the access credentials for Data2CRM.API system.

      When the access_token expires, the system will give the authorization error, and then you will need to renew access_token by means of refresh_token. So make sure you have saved this token outside the system.

      When you get the new authorization parameters, you should update them in Data2CRM.API system. Use "Update application information" methods for that.

      Example:

      {

      "type":"Salesforce",

      "description": "Company CRM",

      "authorization": "oAuth-internal",

      "credential": [

      {

      "name": "instance_url",

      "value": "https://eu6.salesforce.com/"

      },

      {

      "name": "access_token",

      "value": "00D36000000q00m!AQkAQPXIXS7l8s.FlAbu0St61eg1F4EiEpDnP7ProsEXI0_10oq2"

      }

      ]

      }

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      Feel free to contact our support team.

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      How can I find my Salesforce Access API Parameters?

      To connect Salesforce with Data2CRM.API, you have two options: oAuth Internal and oAuth External. So you need to provide the following parameters:

        1. oAuth-internal

      type - Salesforce

      instance_url - Identifies the Salesforce instance to which API calls should be sent

      access_token - Access token acts as a session ID that the application uses for making requests

      refresh_token - The token can be used for getting new access tokens in the future

      During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api.api2crm.com/authorization/oauth/Salesforce/authorize?redirect=<redirect>. Here <redirect> stands for the address where we should drive the user back and transfer into URL hash the authorization parameters: instance_url, access_token, refresh_token.

      After that, they can be used as the access credentials for Data2CRM.API system. That allows us to refresh the authorization parameters on our side by using refresh_token.

      Note! The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

        2. oAuth-external-refresh

      type - Salesforce

      instance_url - Identifies the Salesforce instance to which API calls should be sent

      access_token - Access token acts as a session ID that the application uses for making requests

      During this authorization, you need to receive the access parameters using this instruction: instance_url, access_token, refresh_token.

      After that, instance_url and access_token can be used as the access credentials for Data2CRM.API system. When the access_token expires, the system will give the authorization error, and then you will need to renew access_token by means of refresh_token. So make sure you have saved this token outside the system.

      When you get the new authorization parameters, you should update them in Data2CRM.API system. Use "Update application information" methods for that.

      Note! The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

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      Feel free to contact our support team.

      Get Support

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      How do I find my API URL in Salesforce?

      The API URL of Salesforce may be different.

      For example, after the login in the CRM you can use the domain URL: https://eu6.salesforce.com/. However, it should look like https://eu6.salesforce.com/services/data/v31.0/ that means you use the domain URL and add services/data/v31.0/ to it.

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      How Do I Enable API Access in Salesforce by Permission Set?

      You need to be a Salesforce administrator for enabling the API access.

      Login and go to the Setup, and

      install_enter_setup

      then go to Manage Users and click Permission Set.

      Permissionsets_salesforce

      After choosing the specific set, go to System

      system

      and click System Permissions.

      system-permission

      Edit and check the API Enabled box and save the changes.

      system-changes

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      Zoho

      How can I disable Zoho two-factor authentication?

      In order to disable the two-factor authentication of your Zoho CRM, proceed with the following steps:

      1. Go to your Zoho dashboard and select 'My account' option:

      Zoho inetgration: disable two factor authentication

      2. Next, press 'Two Factor Authentication':

      two-factor-authentication

      3. Then, turn off the activation button and enter your password:

      Turn-off

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      How can I find my ZohoCRM Access API Parameters?

      Here are the access parameters you need to connect ZohoCRM with Data2CRM.API:

      type - ZohoCRM

      api_url - http://zoho.com/

      login - your login for auth into ZohoCRM

      (example: my-zoho-crm-login)

      password - your password for auth into ZohoCRM

      (example: my-zoho-crm-password)

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      bpm’online

      How can I find my bpm’online Access API Parameters?

      Here are the access parameters you need to connect bpm’online with Data2CRM.API:

      type - BPMOnline

      api_url - CRM URL + API oData path

      (example: https://my-bmponline-crm.com/0/ServiceModel/EntityDataService.svc)

      login - your login for auth into bpm’online

      (example: my-bpmonline-login)

      password - your password for auth into bpm’online

      (example: my-bpmonline-password)

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      SuiteCRM

      How can I find my SuiteCRM Access API Parameters?

      Here are the access parameters you need to connect SuiteCRM with Data2CRM.API:

      type - SuiteCRM

      api_url - CRM URL + API REST v4 path

      (example: https://my-suite-crm.com/service/v4/rest.php)

      login - your login for auth into SuiteCRM

      (example: my-suite-crm-login)

      password - your password for auth into SuiteCRM

      (example: my-suite-crm-password)

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      Bitrix24

      How can I find my Bitrix24 Access API Parameters?

      Here are the access parameters you need to connect Bitrix24 with Data2CRM.API in 2 ways:

        1. If you create your application at Bitrix24 Apps, you receive the unique client_id and client_secret. To add your CRM to the service API, you need send the next post/crm method:

      type – Bitrix24

      api_url – CRM URL

      (example: https://my-bitrix-crm.bitrix24.com/)

      login – your email for auth into Bitrix24

      (example: my-bitrix-crm@mail.com)

      password – access_token|refresh_token|client_id|client_secret

      Pay attention that the password should contain 4 parts separated by the sign “|” : access_token, refresh_token, client_id, and client_secret. Make sure there are no spaces between them.

        2. If you use Data2CRM.API application, the post/crm method will look like:

      type – Bitrix24

      api_url – CRM URL

      (example: https://my-bitrix-crm.bitrix24.com/)

      login – your email for auth into Bitrix24

      (example: my-bitrix-crm@mail.com)

      password – access_token|refresh_token

      Pay attention that the password should contain 2 parts separated by the sign “|” : access_token and refresh_token. Make sure there are no spaces between them.

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      Pipedrive

      How can I find my Pipedrive API Key?

      To get your Pipedrive API key:

      - Go to your dashboard, click 'Settings' at the right top side:

      Pipedrive-API-Key

      - Choose 'API' at the left sidebar and you will see your API Token:PIpedrive copy API Key

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      How can I find my Pipedrive Access API Parameters?

      Here are the access parameters you need to connect Pipedrive with Data2CRM.API:

      type - Pipedrive

      api_url - https://api.pipedrive.com/v1/

      login - admin

      password - API Token

      (example: kwPiCnHv0qycIwQzm124214)

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      Microsoft Dynamics

      How Can I Find URL of the Microsoft Dynamics 365 CRM?

      If you decide to move the CRM data from or to Microsoft Dynamics 365 and want to find URL of the platform, consider the following steps:
      1. Sign into your Microsoft Dynamics CRM account.
      2. Press on the square ‘Dynamics 365’ on the left side of the page.

      3. Then, go to ‘My App’ and click on the square ‘Dynamics 365 - custom’ and you will be redirected to your Microsoft Dynamics CRM.



      4. After that, go to your browser address bar and copy a link address (from the beginning till the /main.aspx/ ). It could contains words “dynamics.com” or even not.

      E.g. If your URL is https://crm.your-systems.com/your-system/main.aspx. You should copy “https://crm.your-systems.com/your-system/” and paste it in the migration wizard.



      5. Then, paste the copied link into the required field in the migration wizard, as well as your email and password and proceed with your CRM migration.


      More questions are coming up?Feel free to contact our support team.

      Get Support

      Permalink.

      How can I find my Microsoft Dynamics Access API Parameters?

      Here are the access parameters you need to connect Microsoft Dynamics with Data2CRM.API:

      type - MicrosoftDynamics

      api_url - CRM URL

      (example: https://my-dynamics.crm4.dynamics.com/)

      login - your email for auth into MicrosoftDynamics CRM

      (example: my-crm-email@mail.com)

      password - your password for auth into MicrosoftDynamics CRM

      (example: my-crm-password)

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      HubSpot CRM

      How can I authenticate Hubspot CRM?

      You need to provide the user email, password and Hub ID. (Check out how to find it here.)

      Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

      Example:

      {

      "type":"HubSpot",

      "description": "Company CRM",

      "authorization": "user",

      "credential": [

      {

      "name": "email",

      "value": "example@mail.com"

      },

      {

      "name": "password",

      "value": "qwerty123"

      },

      {

      "name": "hub_id",

      "value": "12345678"

      }

      ]

      }

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      How can I find my HubSpot CRM Hub ID?

      In order to get you HubSpot CRM Hub ID, go to your HubSpot CRM admin panel and select the right account (if you have a few of them):

      Select HubSpot CRM Account

      After that, top right you'll see Hub ID number:

      Copy Hub ID

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      How can I find my HubSpot CRM Access API Parameters?

      To connect Hubspot CRM with Data2CRM.API, you need to provide the following parameters:

      type – HubSpot

      email – Provide your CRM email

      password - Specify CRM password

      (example: my-crm-email@mail.com)

      hub_id - enter your hub ID

      Check out how to find your Hub ID here.

      Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      I can’t add tasks from my system to tasks on HubSpot. Does Data2CRM.API mean something else under the tasks?

      Data2CRM.API supports the tasks as tasks in HubSpot. Here is the list of supported fields:

      task-fields-on-hubspot

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      Capsule CRM

      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’:

      capsule1

      – Then right at the left sidebar, you can see API Authentication Token.

      capsule2

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      CRMs

      How can I authorize Insightly CRM?

      You need to provide your CRM API key. (Check out how to find it here.)

      Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

      Example:

      {

      "type":"Insightly",

      "description": "Company CRM",

      "authorization": "key",

      "credential": [

      {

      "name": "api_key",

      "value": "8636e481-d121-43bf-9c50-d30bg3020124"

      }

      ]

      }

      More questions are coming up?
      Feel free to contact our support team.

      Get Support

      Permalink.

      How can I authorize Salesforce CRM?

      Salesforce authorization can be done in two ways, each of them has specific benefits.

      Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

      1. oAuth authorization via Data2CRM.API app

      During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api-backend.api2crm.com/authorization/oauth/Salesforce/authorize?redirect=<redirect>. Here <redirect> stands for the address where we should drive the user back and transfer into URL hash the authorization parameters: instance_url, access_token, refresh_token.

      After that, they can be used as the access credentials for Data2CRM.API system. That allows us to refresh the authorization parameters on our side by using refresh_token.

      Example:

      {

      "type":"Salesforce",

      "description": "Company CRM",

      "authorization": "oAuth-internal",

      "credential": [

      {

      "name": "instance_url",

      "value": "https://eu6.salesforce.com/"

      },

      {

      "name": "access_token",

      "value": "00D36000000q00m!AQkAQPXIXS7l8s.FlAbu0St61eg1F4EiEpDnP7ProsEXI0_10oq2"

      },

      {

      "name": "refresh_token",

      "value": "5Aep8bHyftz0nI_C6W6g4LNvH.2xpDzo2YW5ZBxGkdHp0HRTkfcf3IjcaLQQv9UcwUJc"

      }

      ]

      }

        2. oAuth authorization via your app

        During this authorization, you need to receive the access parameters using https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_understanding_web_server_oauth_flow.htm" target="_blank">this instruction</a>: instance_url, access_token, refresh_token.

        After that, instance_url and access_token can be used as the access credentials for Data2CRM.API system.

        When the access_token expires, the system will give the authorization error, and then you will need to renew access_token by means of refresh_token. So make sure you have saved this token outside the system.

        When you get the new authorization parameters, you should update them in Data2CRM.API system. Use "Update application information" methods for that.

        Example:

        {

        "type":"Salesforce",

        "description": "Company CRM",

        "authorization": "oAuth-internal",

        "credential": [

        {

        "name": "instance_url",

        "value": "https://eu6.salesforce.com/"

        },

        {

        "name": "access_token",

        "value": "00D36000000q00m!AQkAQPXIXS7l8s.FlAbu0St61eg1F4EiEpDnP7ProsEXI0_10oq2"

        }

        ]

        }

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How Can I Find URL of the Microsoft Dynamics 365 CRM?

        If you decide to move the CRM data from or to Microsoft Dynamics 365 and want to find URL of the platform, consider the following steps:
        1. Sign into your Microsoft Dynamics CRM account.
        2. Press on the square ‘Dynamics 365’ on the left side of the page.

        3. Then, go to ‘My App’ and click on the square ‘Dynamics 365 - custom’ and you will be redirected to your Microsoft Dynamics CRM.



        4. After that, go to your browser address bar and copy a link address (from the beginning till the /main.aspx/ ). It could contains words “dynamics.com” or even not.

        E.g. If your URL is https://crm.your-systems.com/your-system/main.aspx. You should copy “https://crm.your-systems.com/your-system/” and paste it in the migration wizard.



        5. Then, paste the copied link into the required field in the migration wizard, as well as your email and password and proceed with your CRM migration.


        More questions are coming up?Feel free to contact our support team.

        Get Support

        Permalink.

        How can I authenticate Hubspot CRM?

        You need to provide the user email, password and Hub ID. (Check out how to find it here.)

        Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

        Example:

        {

        "type":"HubSpot",

        "description": "Company CRM",

        "authorization": "user",

        "credential": [

        {

        "name": "email",

        "value": "example@mail.com"

        },

        {

        "name": "password",

        "value": "qwerty123"

        },

        {

        "name": "hub_id",

        "value": "12345678"

        }

        ]

        }

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find Close.io CRM API key?

        To find your Close.io CRM API key, you need to click on your name in the upper right corner and choose Settings

        .closeio-api-key-1

        Then, you will see a menu on the left, where you click on Your API Keys.

        closeio-api-key-2

        On the page layout, you will see a button Generate New API Key -

        closeio-api-key-3

        click on it, and there will appear your Close.io CRM API key.

        closeio-api-key-4

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find Base CRM Access Token?

        To find your Base CRM Access Token, you need to click on your name in the upper right corner and choose Settings.

        base-crm-access-token-1

        Then, you will see a menu on the left, where you click on OAuth.

        base-crm-access-token-2

        On the page layout, you will see a button Add Access Token -

        base-crm-access-token-3

        after you click on it, you will see a menu where you are asked to provide description of this Access Token and choose scopes of its further usage.

        base-crm-access-token-4

        Once you hit Save button, you will get your Base CRM Access Token. Make sure you copy it to your personal token, the system won’t show it again.

        base-crm-access-token-5

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my Bitrix24 Access API Parameters?

        Here are the access parameters you need to connect Bitrix24 with Data2CRM.API in 2 ways:

          1. If you create your application at Bitrix24 Apps, you receive the unique client_id and client_secret. To add your CRM to the service API, you need send the next post/crm method:

        type – Bitrix24

        api_url – CRM URL

        (example: https://my-bitrix-crm.bitrix24.com/)

        login – your email for auth into Bitrix24

        (example: my-bitrix-crm@mail.com)

        password – access_token|refresh_token|client_id|client_secret

        Pay attention that the password should contain 4 parts separated by the sign “|” : access_token, refresh_token, client_id, and client_secret. Make sure there are no spaces between them.

          2. If you use Data2CRM.API application, the post/crm method will look like:

        type – Bitrix24

        api_url – CRM URL

        (example: https://my-bitrix-crm.bitrix24.com/)

        login – your email for auth into Bitrix24

        (example: my-bitrix-crm@mail.com)

        password – access_token|refresh_token

        Pay attention that the password should contain 2 parts separated by the sign “|” : access_token and refresh_token. Make sure there are no spaces between them.

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my bpm’online Access API Parameters?

        Here are the access parameters you need to connect bpm’online with Data2CRM.API:

        type - BPMOnline

        api_url - CRM URL + API oData path

        (example: https://my-bmponline-crm.com/0/ServiceModel/EntityDataService.svc)

        login - your login for auth into bpm’online

        (example: my-bpmonline-login)

        password - your password for auth into bpm’online

        (example: my-bpmonline-password)

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        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’:

        capsule1

        – Then right at the left sidebar, you can see API Authentication Token.

        capsule2

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my Highrise Access API Parameters?

        Here are the access parameters you need to connect Highrise with Data2CRM.API:

        type - HighriseHQ

        api_url - CRM URL

        (example: https://my-highrisehq.highrisehq.com/)

        login - your HighriseHQ API token

        (example: lwfhersJS4Baztj1NyPb0yKxkwPiCnHv0qycIwXQm)

        password - no need

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How Can I Find My Highrise API Token?

        To find your API token, you need to login in your Highrise account. Go to Account & settings and select My info.

        highrise1

        Then click on the API token. In the bottom, you will see your API key.

        highrise2

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my HubSpot CRM Hub ID?

        In order to get you HubSpot CRM Hub ID, go to your HubSpot CRM admin panel and select the right account (if you have a few of them):

        Select HubSpot CRM Account

        After that, top right you'll see Hub ID number:

        Copy Hub ID

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my HubSpot CRM Access API Parameters?

        To connect Hubspot CRM with Data2CRM.API, you need to provide the following parameters:

        type – HubSpot

        email – Provide your CRM email

        password - Specify CRM password

        (example: my-crm-email@mail.com)

        hub_id - enter your hub ID

        Check out how to find your Hub ID here.

        Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my Insightly Access API Parameters?

        To connect Insightly with Data2CRM.API, you need to provide the following parameters:

        type - Insightly

        api_key - enter your API key

        (example: 8636e481-d121-43bf-9c50-d30bg3020124)

        Check out how to find your Insightly API key here.

        Note: The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find Insighly CRM API Key?

        To get your Insightly API key, follow the scheme below:

        Go to your Insightly Home page -> User Settings

        insightly-api-key1

        Then, right at the bottom of the page you will see your API key.

        insightly_api_key_2

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my Microsoft Dynamics Access API Parameters?

        Here are the access parameters you need to connect Microsoft Dynamics with Data2CRM.API:

        type - MicrosoftDynamics

        api_url - CRM URL

        (example: https://my-dynamics.crm4.dynamics.com/)

        login - your email for auth into MicrosoftDynamics CRM

        (example: my-crm-email@mail.com)

        password - your password for auth into MicrosoftDynamics CRM

        (example: my-crm-password)

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my OroCRM Access API Parameters?

        Here are the access parameters you need to connect OroCRM with Data2CRM.API:

        type - OroCRM

        api_url - CRM URL

        (example: https://my-oro-crm.com/)

        login - your login for auth into OroCRM

        (example: my-oro-crm-login)

        password - your OroCRM access API key

        (example: AzlsHAjm9mmbSfdH)

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        Where can I find my OroCRM API key?

        To find your OroCRM API key, you need to login to your OroCRM software.

        orocrm-key1

        Go to ‘My User’ where you find the API key.

        orocrm-key2orocrm-key3

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my Pipedrive API Key?

        To get your Pipedrive API key:

        - Go to your dashboard, click 'Settings' at the right top side:

        Pipedrive-API-Key

        - Choose 'API' at the left sidebar and you will see your API Token:PIpedrive copy API Key

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my Pipedrive Access API Parameters?

        Here are the access parameters you need to connect Pipedrive with Data2CRM.API:

        type - Pipedrive

        api_url - https://api.pipedrive.com/v1/

        login - admin

        password - API Token

        (example: kwPiCnHv0qycIwQzm124214)

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my PipelineDeals Access API Parameters?

        Here are the access parameters you need to connect PipelineDeals with Data2CRM.API:

        type - PipelineDeals

        api_url - https://www.pipelinedeals.com/

        login - your PipelineDeals API key

        (example: kwPiCnHv0qycIwQzm)

        password - no need

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find out PipelineDeals API key?

        In order to get your PipelineDeals API key, you should log in your CRM account and go to ‘Account Settings’:pipelinedeals-account1

        After that, in the sidebar press ‘PipelineDeals API’ and enable API access:

        enable-API-Pipeline-Deals2

        Right there you will see your API key.

        api-key-pipelinedeals3

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How can I find my Salesforce Access API Parameters?

        To connect Salesforce with Data2CRM.API, you have two options: oAuth Internal and oAuth External. So you need to provide the following parameters:

          1. oAuth-internal

        type - Salesforce

        instance_url - Identifies the Salesforce instance to which API calls should be sent

        access_token - Access token acts as a session ID that the application uses for making requests

        refresh_token - The token can be used for getting new access tokens in the future

        During the oAuth authorization via Data2CRM.API app, you need to redirect the user to https://api.api2crm.com/authorization/oauth/Salesforce/authorize?redirect=<redirect>. Here <redirect> stands for the address where we should drive the user back and transfer into URL hash the authorization parameters: instance_url, access_token, refresh_token.

        After that, they can be used as the access credentials for Data2CRM.API system. That allows us to refresh the authorization parameters on our side by using refresh_token.

        Note! The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

          2. oAuth-external-refresh

        type - Salesforce

        instance_url - Identifies the Salesforce instance to which API calls should be sent

        access_token - Access token acts as a session ID that the application uses for making requests

        During this authorization, you need to receive the access parameters using this instruction: instance_url, access_token, refresh_token.

        After that, instance_url and access_token can be used as the access credentials for Data2CRM.API system. When the access_token expires, the system will give the authorization error, and then you will need to renew access_token by means of refresh_token. So make sure you have saved this token outside the system.

        When you get the new authorization parameters, you should update them in Data2CRM.API system. Use "Update application information" methods for that.

        Note! The role of the user influences on the sent API calls. It means that the abilities: create, view, edit, and delete records via API will be equal to the permissions granted to this very user.

        More questions are coming up?
        Feel free to contact our support team.

        Get Support

        Permalink.

        How do I find my API URL in Salesforce?

        The API URL of Salesforce may be different.

        For example, after the login in the CRM you can use the domain URL: https://eu6.salesforce.com/. However, it should look like https://eu6.salesforce.com/services/data/v31.0/ that means you use the domain URL and add services/data/v31.0/ to it.

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        How Do I Enable API Access in Salesforce by Permission Set?

        You need to be a Salesforce administrator for enabling the API access.

        Login and go to the Setup, and

        install_enter_setup

        then go to Manage Users and click Permission Set.

        Permissionsets_salesforce

        After choosing the specific set, go to System

        system

        and click System Permissions.

        system-permission

        Edit and check the API Enabled box and save the changes.

        system-changes

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        How Can I Find My Solve API Token?

        To find your API token, login in your Solve account. In the right corner of page layout, you will find Morebutton. Click on it and select My Account.

        solve360-api-token1

        Then in the My Account menu click on API token to get it.

        solve-api-token-2

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        How can I find my Solve Access API Parameters?

        Here are the access parameters you need to connect Solve with Data2CRM.API:

        type - Solve CRM

        api_url - <a href="https://secure.solve360.com/" target="_blank">https://secure.solve360.com/</a>

        login - your email for auth into Solve360CRM

        (example: my-solve360@mail.com)

        password - your Solve360CRM <a href="http://www.data2crm.com/migration/faqs/can-find-solve-api-token/" target="_blank">API token</a>

        (example: HwfherWJS4Baztj0NyPb0yKxkwPiCnHv0qycIwQQm)

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        How can I find my SugarCRM Access API Parameters?

        Here are the access parameters you need to connect SugarCRM with Data2CRM.API:

        type - SugarCRM

        api_url - CRM URL + API REST v4 path

        (example: https://my-sugar-crm.com/service/v4/rest.php

        login - your login for auth into SugarCRM

        (example: my-sugar-crm-login)

        password - your password for auth into SugarCRM

        (example: my-sugar-crm-password)

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        Feel free to contact our support team.

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        How can I find my SuiteCRM Access API Parameters?

        Here are the access parameters you need to connect SuiteCRM with Data2CRM.API:

        type - SuiteCRM

        api_url - CRM URL + API REST v4 path

        (example: https://my-suite-crm.com/service/v4/rest.php)

        login - your login for auth into SuiteCRM

        (example: my-suite-crm-login)

        password - your password for auth into SuiteCRM

        (example: my-suite-crm-password)

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        How can I find my Vtiger Access API Parameters?

        Here are the access parameters you need to connect Vtiger with Data2CRM.API:

        type - vtiger

        api_url - CRM URL + API path

        (example: https://my-vtiger-crm.com/webservice.php)

        login - your login for auth into vtiger

        (example: my-vtiger-login)

        password - your vtiger access API key

        (example: kzlsHAPm1mmbSfGl)

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        How can I disable Zoho two-factor authentication?

        In order to disable the two-factor authentication of your Zoho CRM, proceed with the following steps:

        1. Go to your Zoho dashboard and select 'My account' option:

        Zoho inetgration: disable two factor authentication

        2. Next, press 'Two Factor Authentication':

        two-factor-authentication

        3. Then, turn off the activation button and enter your password:

        Turn-off

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        How can I find my ZohoCRM Access API Parameters?

        Here are the access parameters you need to connect ZohoCRM with Data2CRM.API:

        type - ZohoCRM

        api_url - http://zoho.com/

        login - your login for auth into ZohoCRM

        (example: my-zoho-crm-login)

        password - your password for auth into ZohoCRM

        (example: my-zoho-crm-password)

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        I can’t add tasks from my system to tasks on HubSpot. Does Data2CRM.API mean something else under the tasks?

        Data2CRM.API supports the tasks as tasks in HubSpot. Here is the list of supported fields:

        task-fields-on-hubspot

        More questions are coming up?
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