How to connect KeyCRM to finiq

CRM for online shops: order payments, expenses and buyers.

How to get a KeyCRM API key

Do not refresh the key in KeyCRM after connecting: the old one stops working at once, here and in other integrations.

  1. In finiq, open “Integrations” → “Cash registers & CRM”, find the KeyCRM card and click “Connect”.
  2. Sign in to your KeyCRM and open «Налаштування» (Settings) → «Основні» (General).
  3. Find the «API-ключ» (API key) row. If there is no key yet, click «Згенерувати API ключ» (Generate API key), then copy the key with the button next to it.
  4. Paste the key below. finiq only reads orders, payments, expenses and buyers and changes nothing in the CRM.
  5. Click “Check and continue”: finiq checks the access and shows the accounts.
  6. For each account, choose “New account”, “Existing account” or “Do not sync”.
  7. In “Load history for”, choose the number of months and click “Start syncing”. Transactions appear gradually.

KeyCRM help: where to get the API key ↗

Good to know

  • Each payment method is an account of its own: paid orders become income, cancelled payments become refunds, buyers become counterparties. If the money of a method already arrives in a connected bank, choose “Do not sync” so it is not counted twice. Order expenses (delivery, packing) are often already in a bank statement, so they are not synced unless you choose to.
  • KeyCRM answers at most 20 times a minute: a year of history of a large shop can take up to an hour to load.
  • A cash register or CRM connects with an access key: order payments and sales become operations automatically every 30 minutes, buyers become counterparties, and auto-rules work just as for banks. The key is stored encrypted.
  • The key is encrypted and never shown in full; disconnecting the integration deletes it.

Who can do this. The owner, admins and financiers connect cash registers and CRMs.

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