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:

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

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

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:

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.

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.