Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex
Locate: Manage > Integrations > CRMs > Nutshell
- Admin permissions to manage Payment Providers.
- 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.
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).
Setup in CheckfrontBack to top
To access the add-ons area in your Checkfront account, go to Manage > Integrations and look for the CRMs category.
Hover your mouse over the Nutshell tile and click to open it to the Add-on Setup area.
Enter your username, which is the email address you used to create your Nutshell CRM account. Then, paste the API key you just copied in the previous step.
If you'd like to add a note to contacts on new bookings and/or create leads for new bookings, then check those options here.
When you're ready, click the blue Activate button.