How to connect to PipelineCRM?

Applies to:

PipelineCRM users, doing a Wizard migration.

Solutions Overview:

Explanation of how to find the PipelineCRM API key and App key, needed for the Wizard connection.

Tactical Rundown:

In order to connect your PipelineCRM to the migration wizard, you need to provide the API key and App key: 

Screenshot 2024-05-09 at 11.06.32 AM (1)


You can find your PipelineCRM API key here: Profile -> Account settings -> API Integrations:

Screenshot 2024-05-09 at 11.10.17 AM (1)


Now, in order to get your App Key, switch to the API Integrations tab, and click Add integration:

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The following pop-up window will open, and you need to fill in the details of the integration. At this step, it's important to set Authentication Strategy to api_key value:
 
Screenshot 2024-05-09 at 11.16.59 AM (1)


Once the integration is created, set it to Active and your App key will be located in the APP_KEY field: Screenshot 2024-05-09 at 11.17.29 AM (1)


That's it! After inserting App key and API key into the migration wizard fields accordingly, you should be able to successfully proceed with the next steps.