LogixCRM
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  • đź‘‹Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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  1. Management and Customization

Setting up API tokens

PreviousCreating workflowsNextImporting leads

Last updated 2 years ago

API tokens are sometimes also known as access tokens. They are collections of code that connotes a lot of data pertinent to a lead, an account, or an opportunity, for your website to integrate with the LogixCRM and call for clients’ data.

You can CRUD (create, read, update, delete) the data of leads / accounts / opportunities and synchronize leads from your registration portal through API. Regarding synchronization, please contact us .

Note: There is an expiration date for each token to avoid website hacking and data theft. As an API token is expired, any client details created on your website cannot be transmitted to the LogixCRM and may cause data gaps. The expiration date is definable by the administrators.

1. Go to Setup > Settings > API Token, click Add to create a new API token.

2. Enter a token name and click Save.

3. The token has been created with small collections of code.

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