Flexie CRM Installed Guide

  • Resolved Cuong Thach

    (@cuongtalentccc)


    7 years, 8 months ago

    Hi team,

    Can I have a guide for install the Flexie CRM?

    WPFusion documents guide many CRMs installed, except Flexie.

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  • Plugin Author Jack Arturo

    (@verygoodplugins)

    7 years, 8 months ago

    Hi @cuongtalentccc. Flexie is one of our newer integrations and we haven’t had time yet to create a video for it. But WP Fusion will also walk you through the setup from within the plugin.

    Just select Flexie from the CRM dropdown. Then you’ll see a message

    Before attempting to connect to Flexie, you’ll first need to enable API access. You can do this by going to the configuration screen, and selecting API Settings. Turn both API Enabled and Enable Basic HTTP Auth to On.

    Then there are two inputs, one for the URL to your Flexie account, and the second for your API Key. You can find your API key in the account settings sidebar under API settings.

    Once you’ve entered your URL and API Key, click Test Connection and you’re good to go!

    • This reply was modified 7 years, 8 months ago by Jack Arturo.
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