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1) Step 1

Copy the authentication token from capsule CRM. Visit https://xxxxx.capsulecrm.com/preferences/api (replace xxxxx with your domain) to fetch the token.

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2) Step 2

Enter the domain and access token in the respective input fields.

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3) Step 3

Enable the ‘create contact using Shipping person’ if you want to use shipping person instead of billing person.

Task Settings

Create a task for each contact created, You can categorize the task and add a description for future reference. Assign the reminder duration based on your needs. So you will get a email notification for the reminder. The task created will be visible on the home page of capsule CRM or under the contacts.

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4) Step 4

Add notes to the contact for each order which helps for future reference. You can hide billing, shipping or order details in notes.

Adding a tag will help you to categorize the contacts.

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