How to create an API key

If you want to import insurer data you will need your own unique API key, which is just a long set of numbers.

1. Make sure you are logged into the User Account you want to create the API Key for
   
2. Then in your Navigation menu click Data Imports
   
3. Read the Terms of Use and if you agree, click "I Agree to the Terms and Conditions"
   
4. Before you go any further, you should backup your Adviser CRM data click here to see how to backup your data
   
5. Click "Get API Key"
   
6. Copy the API Key and paste into a document and save that document so you can get it if you need it later.
   
7. Paste the API key into the API Key Box
   
8. Click Save API Key
   
9. Add a name for the API Key i.e. an adviser name or the user the API Key belongs to
   
10. Click login
    

Below is a video tutorial to show you the whole process, including uploading the insurer file.

When you save the API Key in your browser this is saved temporarily and will be cleared if you clear hour browser history, which is why you could also save it into a document for future use if you need it.

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