K2 integration automatically synchronises contacts and accounts from K2 into Daktela CRM. This ensures that your team has access to the most up-to-date information, reducing errors and enhancing the customer experience.
A system that communicates K2 is a system that communicates with machines, web services, applications, mobile phones and other software.
To configure K2 with Daktela, complete the following fields:
|
CRM Database |
Select a CRM database from Daktela |
|
CRM Record type |
If integration allows for sync of orders, you can select crm record type that for the imported orders here |
|
Webserver URL |
Add a webserver URL from K2. Use this format: http://instance.k2.cz / restservice |
|
Username |
Create a Username |
|
Password |
Create a Password |