Integration Key CRM

Thanks to the open source capabilities of OkayCMS, integration with KeyCRM is implemented carefully and efficiently: the module does not need to be finalized, it can be quickly configured by any PC user (programming services are not needed) - orders from the platform go to KeyCRM immediately after connection. The connection itself takes place in several steps.

Step 1. Add source to KeyCRM

Go to Settings → Sources → and click the Add Source button. In the window that appears:
1. Specify source name;
2. Select source type - "Okay CMS";
3. Specify URL-address of your store;
4. If necessary, select a manager for whom orders will be sent;
5. Specify the currency of the source;
6. On the User Access tab, specify who will have access to orders from this source.

Step 2. Get the KeyCRM API Key

Go to Settings → General and [copy the key]

Step 3. Set up the module in Okay CMS

Find the module on the Okay CMS marketplace and [install].
Go to Modules → My modules, find and go to installed KeyCRM module.
In the module settings, add the copied KeyCRM API key and click "Apply"

After that:
- In the field "Source" (1), select the source that you created in KeyCRM;
- Set up from which statuses (2) orders will be sent to KeyCRM;
- Set up correspondence of payment methods (3) and delivery (4) in Okay CMS with methods in KeyCRM;
- If you want to immediately send to KeyCRM all orders that are already in Okay CMS, then check the box "All order send in CRM" (5); When everything is set up, click "Apply". Orders will start coming to KeyCRM.

Please note: all orders initially come unpaid, but as soon as the payment status changes in Okay CMS, it will immediately change in KeyCRM.