CRM2Print: Activating the Integration

Once you have created an account with CRM 2 Print, you can go ahead and activate the integration. This is done in two steps:

• Activating the Integration
• Adding permission for users to send orders. (This means that specific users can create orders, rather than sending a draft which would then need to be approved by an admin user.)  

Activating the Integration

The first thing you'll need to is enable the Integration:

1. Go to Admin > Integrations 
2. At the bottom click Discover Integrations
   
3. Click on CRM 2 Print 
4. Click Activate
5. Click Edit 
6. In the new window, click Connect Account 
7. Enter your account details
8. Click Save

Adding Permissions for Users to Access

After doing the above, you can go ahead and set which users can send orders to CRM 2 Print. If you leave this unchecked, users can still send draft orders, but admin users need to approve by logging into CRM 2 Print:

1. Hover over the user you want to give access and click the dropdown button
2. Choose Edit Permissions 
3. Tick Send Order 
4. Click Save