- You'll need Unleashed Admin permissions in order to configure the integration using the following steps
- You'll also need a Prospect CRM Free Trial - if you don't already have one go ahead and register at signup.prospect365.com
Step 1: Connect to Unleashed
In the Welcome page within your Free Trial account, the first section is "Getting Started". Click the 'Configure Now' button to begin.
If the Welcome page isn't already open, then go to https://crm.prospect365.com/welcome or click the icon in the top right of the screen - it's a tick/setup-tasks icon, as shown in the video below.
In the pop up, select Unleashed from the drop-down list, then click 'Next'.
Step 2: Find your Unleashed API keys
Now, copy and paste your ID and Key from Unleashed into the fields. These can be found in your Unleashed system as shown in the below screenshot. Please note, you only see these options when logged into Unleashed as the account owner, typically this is the account you used when signing up for your Unleashed account.
If you require any assistance with this, please don't hesitate to get in contact with us.
Once you've pasted the ID and Key into the fields in the CRM, press the blue 'Next' button.
Step 3: Sit back & Relax for a minute
Once connected, you'll then see a message saying that your data is importing from Unleashed. Depending on how much data you have to import e.g. if you have lots of customers, products and sales history, it'll take a little longer.
Checking the Status of your Integration
There's nothing more you need to do. Your data will be available shortly, and when it is, we'll add a few more links to your Welcome page to get you started.
But, if you need to come back and check the status of your integration later on, our short guide here will show you how, and explains what each status means.
Should you experience any issues when setting up the integration, remember that our Customer Success team are on hand to help out, so don't hesitate to call us on 0330 0880 365 or start a chat conversation with us from the help icon in the app, or the chat link on our website.
If you've got any questions regarding our integration with Unleashed, it's likely we've already answered them in our FAQs article here! If we've missed something, drop us a message in our chat and a member of the team will help out.