amoCRM Configuration | Binadox - SaaS management

amoCRM Configuration

This guide provides information on how to integrate amoCRM, a SaaS customer relationship management system, with the Binadox spend optimization and usage monitoring solution to receive amoCRM usage, spend and user data.

Contents
1. Locate an API Key
2. Create a New Connection for amoCRM in Binadox


1. Locate an API Key

1. Sign in to amoCRM with an administrator account.
2. In the navigation pane on the left, click Settings > API. Copy an API value to the clipboard.


fig.1-API-amoCRM

IMPORTANT:
An API key is changed automatically every six months as well as each time you change your amoCRM username or password.


2. Create a New Connection for amoCRM in Binadox

1. Log into your Binadox account.

2. In the navigation pane on the left, click Integrations > SaaS. Click on the amoCRM icon. To quickly locate the amoCRM software in the list of supported applications, type in its name in the search bar or use an alphabetical filter by clicking on the first letter of an application name, i.e. A.


fig.1-amoCRM-Bonadox

3. Indicate a meaningful connection instance name for further reference and differentiation. Click Continue.


fig.2-Connection-Instance-Name-amoCRM

4. Fill in the connection properties. Enter a domain name (an account link used to access your amoCRM account) into the Domain field and an email address used to log in to the account in the Email field. Paste an API key into the API key field (see Clause 1 on how to locate an API key). Click Connect.


fig.3-Connection-Properties-amoCRM

5. Fill in the billing information. Indicate the first bill date by clicking on the calendar icon. Select a payment plan and a billing period in the corresponding drop-down lists. Click Connect.


fig.4-Billing-Information-amoCRM

6. amoCRM is successfully integrated with Binadox.


fig.5-Status-Connected-amoCRM



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