How Do I Enable the Integration with mySalesman?

This article outlines how to create a JobNimbus API key and plug it into your mySalesman account.

Note: A mySalesman account is required in order to integrate with JobNimbus.

Visit their website to book a demo or start your membership (free for 30 days).

In Your JobNimbus Account:

  1. Click on your profile icon or initials in the top right corner
  2. Select Settings from the drop-down menu
  3. In the Settings menu on the left, open the API tab
  4. Click on the New API key button

This will pull up the option to create a new API key. 

Once here:

  1. Choose mySalesman from the drop-down menu under the "Description" column

  2. Select a profile with full access (ex: "Admin") under the Access Profile column

  3. Click Save
  4. Copy the newly created key

Be sure to leave the capitalization exactly as mySalesman to avoid errors with the integration

In Your mySalesman Account:

  1. Navigate to the "myBusiness" page
  2. Under the Admin Controls panel, check the box next to Enable JobNimbus
    1. Note: you can only enable this if you are a super admin on the account
  3. Paste the API key you generated and copied (see step 4 above) from JobNimbus into the JobNimbus credentials field

  4. Save your settings

Allow up to 15 minutes for changes to take place. All budgets completed for the configured clients moving forward will upload to JobNimbus.

Check out this article for details on using the integration.