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RAD CRM uses the same username and password that you use to sign in; it does not use a separate API key. Before you start, confirm that this user can access the records you want to sync.

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Let’s connect your account

1

Verify your RAD CRM login

Open your organization’s normal RAD CRM sign-in page and confirm that the username and password work. Use that same pair in the Rollout connection form.

Open RAD CRM

Verify the RAD CRM username and password you will use
2

Connect RAD CRM

In the product you are connecting:
  1. Choose RAD CRM.
  2. Enter your RAD CRM login in RAD CRM User Name and RAD CRM Password.
  3. Select Save.
RAD CRM connection form showing the RAD CRM User Name and RAD CRM Password fields and the Save buttonWhen the form saves, your RAD CRM account is connected. You do not need to generate an API key.

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If the connection does not finish

Sign in to RAD CRM directly with the same username and password. Complete any password reset or account verification requested by RAD CRM before trying again.