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Nutshell CRM: Setup in Checkfront

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

  • 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.

 

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).

 

Setup in Checkfront

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To access the add-ons area in your Checkfront account, go to Manage > Integrations and look for the CRMs category.

Nutshell Tile

Hover your mouse over the Nutshell tile and click to open it to the Add-on Setup area.

 

Nutshell Setup

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.

 

 

< Nutshell CRM: Setup in Nutshell    |     Nutshell CRM: Test in Checkfront >

 

 

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