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.
 |
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). |
Test in Checkfront
Back to top
Your Checkfront integration with Nutshell CRM is now complete.
If you go ahead and create a test booking in Checkfront, then you see it instantly updated in Nutshell.
 |
Please note, bookings need to have at least the following fields in order for a lead to be created in Nutshell:
|
Back in Checkfront (Reports > Booking Index) you see a link underneath your invoice labeled Open in Nutshell. Clicking this link opens the customer in Nutshell so you can review their file.
< Nutshell CRM: Setup in Checkfront