In the Welcome page within your Free Trial account, the first section involves setting up your integration.

If the Welcome page isn't already open, then go to Settings, then click 'Continue Setup'. Alternatively, go directly to crm.prospect365.com/welcome.

To get up, select the 'Connect' button, and choose 'Unleashed' from the drop-down list.

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.

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. 

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 get in contact with us here 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.

Watch this short video to learn how the integration works between the CRM and Unleashed!