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      How can I find out Capsule CRM API token?

      Last updated: 03/01/23

      Applies to: 

      • Capsule CRM users

      Common Causes / Issues: 

      • Need of Capsule CRM API token to allow Trujay to connect to your system

      Tactical Rundown:

      In order to get your Capsule CRM API token, please proceed with the following steps:

      - Go to your Capsule account and click "My Preferences":

      Capsule_my_preferences

      – Then, click on:

      1. “API Authentication Token” on the right sidebar;
      2. “Personal Access Tokens” on the left, and
      3. “Edit” after that.

      Capsule_API_Tokens_personal_access

      - In the opened window, you should:

      1. Specify the description;
      2. MAKE SURE TO TICK “Create, update, and delete the information from your Capsule account,” and
      3. Press “Save Changes.”

      access_token_save_changes

      Then copy the code, go back to the Migration Wizard, and continue your data transfer.

      API_Token_capsule_access

      That's it! 

      Still need help?

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