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Let’s connect your account

Choose a Team token to connect records for a brokerage or team. Only a Sure Send Admin or Owner can create a Team token. Choose a User token if the connection should only access records available to your Sure Send user.
1

Open your API token settings

Sign in to the Sure Send account you want to connect:

Open Sure Send

Open Sure Send in a new tab
In the left navigation, select Settings. Under Integrations & API, select API Tokens.The Sure Send API Tokens page with the New Token button visible
2

Create and copy your token

Select New Token. Enter a name that will help you recognize the connection later, such as Rollout.The Sure Send Create New API Token form with fields for the token name, scope, and optional expiration dateOpen Scope, then choose the access this connection needs:
  • Team Scope connects the team’s CRM records.
  • User Scope connects only the records available to your Sure Send user.
You can leave Expiration Date empty. Select Create Token, then copy the token immediately. Sure Send only shows it once, so leave this tab open while you finish the connection.
Treat the API token like a password. Do not send it by email or chat.
3

Paste the token and save

Return to the connection window. Paste the token into API Token, then select Save.
The Rollout-powered Sure Send connection form with the API Token field and Save button highlighted
A mobile close-up of the Sure Send API Token field and Save button
When the form saves, your Sure Send account is connected.