Access Charity CRM

access charity crm is a comprehensive customer relationship management solution tailored for non profit, education, and membership organizations with the access charity crm app in {{product name}} , you can manage the contacts, communication, payments, and events in your access charity crm account requirements to use the access charity crm app in {{product name}} , you must have an https //www theaccessgroup com/en gb/not for profit/form/contact/ connect access charity crm and {{product name}} to get started, you must first create a connection between access charity crm and {{product name}} , allowing the two services to communicate to create the connection, you need to /#obtain your api key in access charity crm /#create the connection in obtain your api key in access charity crm before you create the connection in {{product name}} , you should first obtain an api key in your access charity crm account to obtain the api key log in to your access charity crm account on the admin tab, click third party > credentials in the credentials section, locate the api key copy the api key value and store it in a safe place you'll use this value in the api key connection field in {{product name}} create the connection in {{product name}} once you have your access charity crm api key, you're ready to create the connection in {{product name}} to create the connection log in to your {{product name}} account, add an access charity crm module to your {{scenario singular lowercase}} , and click create a connection optional in the ​​ connection name​​ field, enter a name for the connection in the ​​api key field, enter the api key you copied from your access charity crm account in the user name field, enter your user name this will be provided by your customer success manager if you have access to the api in the password field, enter your password this will be provided by your customer success manager if you have access to the api click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the access charity crm app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps https //help make com/connect an application#tn2pj your webhook is now set up when the selected change occurs in access charity crm, {{product name}} will immediately be notified and start your {{scenario singular lowercase}} access charity crm modules after connecting to the access charity crm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} to view the comprehensive list of modules and their functionality, see the https //www make com/en/integrations/access charity crm templates you can look for access charity crm templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} access charity crm resources https //thankqwebapi accessacloud com/swagger/index html https //accessgroup my site com/support/s/?language=en us