Concep Integration

Concep Integration


Activating the Concep integration in Client Sense

You must be a Client Sense admin to complete these steps
A Concep admin account is recommended for this integration. An admin account will have the ability to impersonate all accounts (acting as lists) within Concep and represent these within Client Sense.

  1. Navigate to your Client Sense instance
  2. Click the dropdown menu in the top right corner



  3. Select Integrations (This menu item will only be visible for admins)
  4. Click New Integration
  5. Select Concep from the list



  6. Fill out the integration details form



    1. API url This is the url for the Concep SOAP api
    2. Username The username of the Concep account
    3. Password The password of the Concep account

  7. Click Save