Connecting Virtuous CRM
- Log in and navigate to the Settings section of your Avid platform
- Click 'CRM' in the Avid AI Integration Checklist, 'Connect your CRM' under Connect your CRM System, or the Add button and 'System'
- Find Virtuous CRM in the listed tiles
Before you can connect your Virtuous CRM, you must have your Virtuous API Key. To easily find or generate an API Key to use in Avid log into Virtuous and do the following:
- Go to Settings in the left hand navigation (look for the settings cog near the bottom of the list)
- Click All Settings, then CONNECTIVITY on the screen
- Find the API Keys tile on the screen, click it and then look in the top right corner for the CREATE AN API KEY button
- Give the new API Key a name (like supercool Avid AI), set the permission group to a saved permission group that allows at least read-only access to all endpoints, and then click 'Save'
Note: Make sure your permission group for the API Key has at least read-only access to all areas of Virtuous before creating the API Key. More info can be found here.
Once you have the API Key, you can do the following (you can always invite a teammate to join Avid for the authentication process):
- Enter the API Key from above
- Click 'Save'
- You're done for now
Go explore benchmarks and wait for the data to backfill (you can check back in about 24 hours). You will receive a reminder from Avid to customize any column mapping and approve default settings at that time. If you need more help, check out the screenshots below.
If you are struggling with making a connection through Virtuous, please go to the support form in the navigation and reach out.
If you decide that you cannot make a direct connection, please follow the link below. When should I use file uploads?