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Importing employees from CRM

Importing employees from CRM

To invite employees not only manually one by one, use the ability to import from the CRM system. Let's connect the integration first:

Integration connection

1. Log in to your personal account and go to the "My Business" tab.

2. Click on the company icon.

3. Scroll to the end of the bar in the "Fill in the company" section and click "Integration with CRM".

4. In the pop-up window, select the CRM in the "Portal Type" column.

5. In the "Link to CRM" line, select the required connected account. If the list is empty, check if ChatApp integration is enabled in CRM.

Please note that ChatApp must be installed in your CRM



YCLIENTS or Altegio

6. Assign an administrator in CRM and click Save.

Employee invitation

1. Return to the "My Business" section and go to the "Employees" tab.

2. If the Roles section is empty, create a role. Then click on the "Employee +" button.

3. In the pop-up window, click on the icon of your CRM system.

4. Move the slider opposite "Invite all" if you want to add all employees connected to CRM or only select some. Then press "Back".

5. In the "Role" column, assign a role for the selected employees.

6. Click "Invite".

An invitation will be sent to the employees by email. They will only have to follow the link and enter the data specified in the message.

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