New to Nutshell? Read the first article in this series for an introduction to Nutshell.
Which plans include this feature?
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Activating the integration in CheckfrontBack to top
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.
Required booking fieldsBack to top
Bookings need at least the following information/fields to create a lead in Nutshell.
- E-mail address
- Phone number
Learn more about booking fields here.
The next article reviews how to test Nutshell functionality in Checkfront.