Configuring Base CRM Operations

To use the Base CRM connector, add the <basecrm.init> element in your configuration before carrying out any other operations. The API requires authentication, which is performed by passing in the user email and password. The API will then return a token to authenticate its functionality. For more information on authentication, see http://dev.futuresimple.com/api/authentication. 

<basecrm.init>
	<email>{$ctx:email}</email>
    <responseType>{$ctx:responseType}</responseType>
    <apiUrl>{$ctx:apiUrl}</apiUrl>
    <password>{$ctx:password}</password>
</basecrm.init>

Properties 

• email: The user account email.
• responseType: The format of the response, XML or JSON.
• apiUrl: The base URL of the Base API.
• password: The user account password.

Now that you have connected to Base CRM, use the information in the following topics to perform various operations with the connector.

• Working with Contacts in Base CRM
• Working with Deals in Base CRM
• Working with Leads in Base CRM