Connecting Clicki to Fieldroutes

Explore a comprehensive guide on how to effectively communicate with FieldRoutes' support team for API key requests.

This article provides detailed templates for email communication, ensuring a smooth process in acquiring Limited Read-Write API credentials. Learn the nuances of requesting API access for Fieldroutes.

Discover how to seamlessly integrate Clicki, a referral system, into FieldRoutes, enhancing your operational efficiency.

Gain insights on forwarding credentials and setting up user permissions in FieldRoutes for a successful integration. This resource is ideal for businesses seeking to leverage FieldRoutes' capabilities, offering step-by-step guidance and practical tips for effective communication and technical setup.

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1. Initial Email Request for API Keys

Send email to Fieldroutes support team support@fieldroutes.com 

Subject: Request for Limited Read-Write API Tier Activation

Dear FieldRoutes Support Team,

I hope this email finds you well. I am reaching out from ProForce Pest to request the activation of the Limited Read-Write API tier offered by FieldRoutes. After reviewing the available options, we believe that this tier will best suit our current operational requirements.

Looking forward to your response.

Best regards,
[Your Name]
ProForce Pest

2. Response to FieldRoutes' Follow-up Questions

Thank you for your prompt response. Regarding your queries:

• We would like to request API credentials for all our offices.
  
  

• The primary use case for these credentials is to integrate Clicki, our referral system, into the FieldRoutes platform. More information about Clicki can be found here: https://joinclicki.com.

We appreciate your assistance in this matter and await the provision of the API credentials.

Best regards,
[Your Name]
[Your Company Name]

3. Final Steps After Receiving the Credentials

• Forward the credentials to crm@joinclicki.com for the connection process.

• Invite crm@joinclicki.com as a user to your FieldRoutes instance with full permissions to facilitate the integration between FieldRoutes and Clicki.