When you want to connect Coevera as a source or target CRM in our migration wizard, you will see this box on the first stage:
Here are the steps on how you can find all the details required to connect your CRM.
- Sign in to Coevera with your credentials. We highly recommend having admin permissions in the CRM to access all features needed to migrate your data.
- Go to the Units, Users & Roles item in the left menu column and click “Create New” in the Applications tab
- Click on the app ID and then “Show API
- Copy details in the new window and past them into the connection box in MigrateMyCRM
