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Introduction to Nutshell

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex
Locate: Manage > Integrations > CRMs > Nutshell
Prerequisites: 

  • Admin permissions to manage Integrations.
  • A Nutshell account created and accessible!
  • The Nutshell integration is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

This article is an introduction to the Nutshell integration, with information on how to set up the integration from within Nutshell.

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about our integration with Nutshell.

 

About Nutshell

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Nutshell Logo

“Nutshell provides an all-in-one growth software featuring CRM, email marketing, and contact management to help B2B teams close more deals.” ~ Nutshell.com

Nutshell is a hosted third-party Customer Relationship Management (CRM) application. Nutshell is easy to integrate with Checkfront and requires just a few simple steps to get you started.

 

Integration Overview

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Our integration with Nutshell provides the ability to automatically create new leads and contacts, or update existing ones when a booking is created via Checkfront.  

 

Setting up in Nutshell

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In order to link Checkfront to Nutshell, you must enter some API details from Nutshell into your Checkfront account. Follow these instructions to obtain those API details.

 

Nutshell Import

Once you create your account with Nutshell, log in and click the plus (+) icon and then the Import option in the left-hand side menu.

 

Nutshell API Keys

From there, you see a detailed menu, separated into various categories. The last category, Connections, has a menu item labelled API keys. Click on this.  

 

Nuthsell Add API Key

If you've been using Nutshell for a while, then you may have created other API keys in the past. If this is the case, then you see them listed on this page. Go ahead and click on the Add API key link to add a new API key.

 

Nutshell New API Key

In the pop-up box, enter a Name for the API key you are about to create. Something simple like Checkfront is fine.

Next, choose API access from the Permission field.

Click the green New API key button to complete the API key creation.  

 

Nutshell Copy API Key

Your new API key now displays on the page. Click on the listing to open another pop-up box that allows you to copy the API key in its entirety.

Once you copy the alpha-numeric string of characters, head back over to your Checkfront dashboard.

 

In the next article, we look at how to set up the Nutshell integration within Checkfront.

 

 

Setting up Nutshell CRM in Checkfront >

 

 

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