Versions Compared

Old Version 8

changes.mady.by.user Anthony Perish

Saved on

compared with

New Version Current

changes.mady.by.user Anthony Perish

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info
Expand
titleDownload and Install
Download the Audian CRM Integrator application for your operating system using one of the links below:
  • Windows Installer: Audian CRM Integrator Setup 1.0.0.exe
    • Mac Installer: Audian CRM Integrator-1.0.0.dmg
    Open the downloaded file and follow the on-screen instructions for installation

    Please see the download and install instructions on the main CRM Integration parent page.

    Info
    iconfalse
    Expand
    titleSetting up AgencyBloc CRM Integration
    1. Open the Audian CRM Integrator application available for Windows or OSX.
    2. From the login page, have a company administrator log in with their normal Audian portal credentials.
    3. From the dropdown box at the top, select AgencyBloc CRM, and enter the API SID and Key previously gathered.
    4. Click on the Update Settings Button, and ensure you receive the Connection Succeeded message.
    5. At this point the CRM connection is complete, and all users on your account will be able to use the Audian CRM Integration application.


    ...