How can I find Base CRM Access Token?

Last updated: 03/02/23

Applies to:

Base CRM users

Common Causes / Issues:

The necessity of getting your Base CRM access token to allow Trujay to connect to your system

Solutions Overview:

Explanation of the steps to do in order to find your Base CRM access token

Tactical Rundown:

To find your Base CRM Access Token, you need to click on your name in the upper right corner and choose Settings:

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Then, you will see a menu on the left, where you click on OAuth:

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On the page layout, you will see a button Add Access Token:

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After you click on it, you will see a menu where you are asked to provide a description of this Access Token and choose scopes of its further usage:

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Once you hit the Save button, you will get your Base CRM Access Token. Make sure you copy it to your personal token. The system won’t show it again.

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That's it!

Still need help?

Please submit an inquiry on the contact page, email support@trujay.com, or reach out to us via chat.