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Total Expert uses a Client ID and Client Secret issued for your organization. Your normal Total Expert username and password will not work in this form.
1

Request API credentials

Contact your Total Expert account manager and request API client credentials for the integration. Ask for both a Client ID and Client Secret with access to the CRM data your organization plans to sync.
2

Receive the Client ID and Client Secret

Follow the secure delivery instructions provided by Total Expert. Do not send the Client Secret through ordinary email or include it in screenshots.
3

Enter the credentials

In the Total Expert connection form, paste the issued values into Client ID and Client Secret, then select Save.Rollout test tenant Total Expert connection form with Client ID and Client Secret fields
If you do not know your account manager, contact your organization’s Total Expert administrator and ask them to open the credential request with Total Expert.