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Installation
Prepare Lime CRM
- Make sure the tables, fields and properties in Preparations in LISA exists.
- Upgrade to version 12.37 of Lime CRM (if on-premise installation).
- Make sure that you have created a API user with API key and valid permissions.
Order BizWizard site
Fill in the order form at https://app.bwz.se/netoptions/b/v?survey=101&ucrc=5367729E. You need to provide the following information:
- Preferred Newsletter application name app.bwz.se/customer
- Passwordstate URL to the newsletter admin user (newsletteradmin@lime.tech) which you create in Passwordstate
- URL to Lime login page
- Application/database name
- Passwordstate URL to the Lime CRM API key which you create in Passwordstate
- The API user needs permissions to read from all tables the integration uses
Make sure that Marketing Tech has view permissions for the two passwords created
Edit BizWizard settings
When the BizWizard site is ready, you'll be contacted by the Marketing Tech team and you can login to the site and edit the settings.