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Locate: Manage > Integrations > CRMs > Nutshell
- 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.
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).
In this article, we look at how to set up the Nutshell integration in Checkfront.
New to the Nutshell integration? Be sure to read the first article in this series for an introduction!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the Nutshell integration.
Activating the integration in CheckfrontBack to top
From your main menu, visit the Integrations area (Manage > Integrations) 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, which is 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, then check those options here.
When you're ready, click the blue Activate button.
Required booking fieldsBack to top
Bookings need to have at least the following information/fields in order for a lead to be created in Nutshell.
- E-mail address
- Phone number
Learn more about booking fields here.
In the next article, we review how to test Nutshell functionality in Checkfront.
< Introduction to Nutshell CRM | Testing Nutshell CRM in Checkfront >