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Overview

To authenticate with Redtail CRM (Sandbox), you need:

1. Username - The username used to log in to your Redtail CRM account.
2. Password - The password associated with the above Redtail account.
3. API Key - This is a partner-level key that grants access to the Redtail API.

This guide will walk you through generating y.

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Prerequisites:

• You must have an account with Redtail CRM.

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Instructions:

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Step 1: Finding Your Credentials

• These are the same credentials you use to log into your Redtail CRM account.

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Step 2: Finding Your API Key

• The API Key is a unique identifier assigned to you (or your organization) by the Redtail. You will need to request it directly.

1. To request your API Key:

• Email
• Include your Username and specify that you’re requesting an API Key for API integration purposes.

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Step 3: Enter credentials in the Connect UI

Once you have your API Key, Username and Password:

1. Open the form where you need to authenticate with Redtail CRM (Sandbox).
2. Enter your API Key, Username and Password in their designated fields.
3. Submit the form, and you should be successfully authenticated.

You are now connected to Redtail CRM (Sandbox).