Third-party CRM systems require the following credentials to integrate with Natero. If you do not use one of these applications, please refer to our Account API documentation for instructions on how to send account details to Natero.
We recommend the use of OAuth to authorize Natero for access to your Salesforce application.
OAuth is a protocol that allows Natero to access resources of your Salesforce website without having to expose your user credentials.
For step-by-step guide on how to setup Salesforce OAuth for Natero, please click here.
We recommend the use of OAuth to authorize Natero for access to your MS Dynamics application.
For step-by-step guide on how to setup MS OAuth for Natero, please click here.
Please contact us if you have any problem with obtaining these credentials.