Setting up Nutshell in Checkfront

Learn how to set up the Nutshell integration in Checkfront, including what booking fields are required.

New to Nutshell? Read the first article in this series for an introduction to Nutshell.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Manage > Integrations > CRMs > Nutshell

What more do I need to use this feature?

• Admin permissions to manage Integrations.
• A Nutshell account created and accessible.
  
  

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

Visit the Integrations area (Manage > Integrations) from your main menu and locate the Nutshell tile from the CRMs category. Hover your mouse over the tile and click to open the Add-on Setup window.

Enter your Username, the email address you used to create your Nutshell account. Then, paste the API key from Nutshell into the API Key field.

If you want to add a note to contacts on new bookings and/or create leads for new bookings, check those options here.

When you're ready, click the blue Activate button.

Bookings need at least the following information/fields to create a lead in Nutshell.

• E-mail address
• Phone number
• Country

Learn more about booking fields here. Booking Form & Field Editor: Introduction

The next article reviews how to test Nutshell functionality in Checkfront.

< Introduction to Nutshell CRM    |     Testing Nutshell CRM in Checkfront >