1. All self-serve CRM integrations begin the same way: A KnowledgeNet.ai Administrator must click on this link to go to the Integrations tab in the Admin Settings: https://app.knowledgenet.ai/app/admin/integrations.

2. Find the Claritysoft card and click the blue "Connect" button. REMEMBER: You must also have Administrator privileges in your CRM account to successfully connect.

3. A window will open asking for a Claritysoft API Key, which you must get from Claritysoft.

4. Open Claritysoft and click the gear icon to open the Settings.

5. Select "Integrations."

6. Select "API Keys."

7. Click "Add" to create a new API key, then copy that code.

8. Paste the code into the API Key field in the Integration window in KnowledgeNet.ai. Click "Save."

9. Click "Configure" to control which users in your KnowledgeNet.ai organization have the ability to export into Claritysoft.

10. The default setting allows everyone to export. To impose limits, use the drop-down arrow and select "Specify which users can use this integration."

11. Use the "Add/Invite User button to choose which members of your organization can have export privileges. Remember to click "Save" to save your changes.

12. To stop your integration, click the "Disconnect" button.