eWay-CRM - How do I link my account?
Overview
To authenticate with eWay-CRM, you need:
- Service URL β your eWay-CRM Web Service address.
Client ID and Client Secret are registered once on the integration itself, not per connection β see How to register your own eWay-CRM OAuth app if you haven't done that yet.
Prerequisites
- Your eWay-CRM instance must be configured to use Azure Auth (Microsoft Entra ID) β OAuth 2.0 isn't available otherwise.
Step 1: Finding your Web Service Address
Your Service URL is the same address you use to connect Outlook to eWay-CRM (eWay-CRM menu β About β Web Service Address in Outlook, or ask your eWay-CRM administrator). It looks like a domain followed by a numeric instance ID, for example free.eway-crm.com/31994. Enter it without the https:// prefix or a trailing slash.
Step 2: Enter your Service URL in the Connect UI
- Open the form where you need to authenticate with eWay-CRM.
- Enter your Service URL in the designated field.
- Submit the form β you'll be redirected to log in to eWay-CRM and authorize access.
You are now connected to eWay-CRM.