How do I connect my CRM/List provider (Rex / MyDesktop) with my CRM2Print account? : CRM2Print

How do I connect my CRM/List provider (Rex / MyDesktop) with my CRM2Print account? Print

Modified on: Wed, 28 Jul, 2021 at 9:53 PM

To connect your Rex/MyDesktop, please follow these steps:

Go to your profile account by clicking the icon located at the upper right-hand corner of your screen.
Select My CRM Accounts.
Click + Link a CRM account button.
Select the site from the dropdown menu where you want to get your CRM data. Please select which CRM applies to you. You should have an existing account to the CRM you will choose to successfully integrate the data.
Enter your Username and password and click Verify username and password button. Hit the save button once you’re done.
If you’re using Rex, please configure Rex page margins and templates to ensure the address block gets printed in the correct position. Please watch this video for further instructions.

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How do I connect my CRM/List provider (Rex / MyDesktop) with my CRM2Print account? Print