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Generating a Personal Access Token

To connect Capsule CRM with StackOne, you’ll need to generate a Personal Access Token from your Capsule account.

1

Sign in and open My Preferences

Sign in to your Capsule CRM account.

  • Click on your profile icon in the top right corner.
  • Select My Preferences from the dropdown menu.
2

Open API Authentication Tokens

On the My Preferences page, click on API Authentication Tokens in the list of options.

3

Generate a new token

Click the Generate new API token button to create a new Personal Access Token.

4

Copy the token

Copy your new Personal Access Token and store it securely for use later.

  • The token will only be displayed once.
  • If you lose it, you’ll need to generate a new one.

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Linking the Account from the Hub

1

Navigate to the Hub

Use one of the three Linking Account Methods to access the Hub.
2

Fill out the fields

Fill out the following fields using details from your provider:
  • Personal Access Token
3

Connect

  • Click Connect
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup

If the account linking is successful, you will see the newly linked account in your Accounts page.