Connect Jetpack CRM with other apps and services with the API Connector extension.
You can pull in data from other tools or push your CRM data out by activating the API Connector. This will give you more ways to automate, sync, and manage your business workflows.
When to use the API Connector
You can use the API Connector when you need to:
- Automatically send or receive customer data.
- Connect Jetpack CRM with other apps you use.
- Save time by reducing manual tasks.
- Want to manage clients for the same business across two sites, with one site hosting the CRM plugin, and the other sites’ data converging into that CRM.
Whether you want to sync contacts, update records, or build custom integrations, the API Connector makes it possible.
Understanding how to use the API Connector
The API Connector makes it easy to send data into Jetpack CRM using the API, without needing to write any custom code. It’s designed to help you collect and sync customer data with minimal setup, compared to building your own API solution from scratch.
You can install the API Connector on as many websites as you own, and use it to feed data into one central CRM. For example, you might have multiple sites sending customer information to a single CRM, keeping all your data organized in one place.
To accomplish this, you’ll need the API keys from your main CRM site: the Connector uses these to securely send and receive data between your sites.
If you’re only using Jetpack CRM on a single site, you don’t need the API Connector, since your data stays in one place by default.
Set up the API Connector
When using the Jetpack CRM API Connector you need to first have the API enabled on your Jetpack CRM install, and have available your API endpoint, API key and API secret.
To get started with the API Connector, follow these steps:
- Install and activate: make sure the API Connector extension is installed and active on your site. Read about how to get your API keys and secret here.
- Find the API Connector: go to WP Admin → Jetpack CRM → API Connector.
- Generate your API keys: to connect with external tools, you’ll need your Public Key and Private Key. These are unique to your site and allow secure connections.
- Use your keys with other tools: when setting up your connection, enter your Public and Private API Keys as required by the tool or integration you’re connecting.
- Start syncing: once your keys are added to the external tool, you’re ready to send or receive data securely.
Supported extensions that work with the API Connector
The API Connector is written to help you get contacts from external sites into your CRM. It currently supports the following extension:
Starting with Jetpack CRM version V5.2.0, you no longer need the API Connector to sync multiple WooCommerce Stores with Jetpack CRM. More information here.
API Connector and Multisite Network compatibility
You can use API connector to sync your CRM with an external site on a multisite network.
When you install the API Connector and other Jetpack CRM extensions on the main Multisite Network Admin page, make sure that you do not network activate installed plugins.
That means the plugins must be activated only on the single site, and not on the entire network.
Tips for Using the API Connector
- Keep your keys safe: never share your Private API Key publicly.
- Regenerate if needed: if you think your key was compromised, you can regenerate it anytime in the API Connector settings.
- Check compatibility: make sure the tool or plugin you’re connecting supports Jetpack CRM’s API.