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Integration of Raynet CRM and Freelo

Raynet is Czech CRM system that helps businessmen to have a perfect overview. The whole company knows what is happening in Raynet and has better access to information thanks to integration to Freelo. We really recommend to integrate both apps (Freelo to Raynet and Raynet to Freelo).

How to setup the integration

In Freelo

Go to the section Settings in Freelo (via avatar in top right corner), click Integration and select Raynet.

How to connect Freelo and Raynet.
How to connect Freelo and Raynet.

Enter your e-mail login from Raynet, account name in Raynet (from Raynet URL only the account name behind the slash – https://app.raynet.cz/ACCOUNTNAME/) and API key generated in Raynet.

Enter the account information and confirm via Connect Raynet.
Enter the account information and confirm via Connect Raynet.
Warning!

The API key can be copied just once in Raynet. Maybe you should generate a new one.

Account name

The account name can be found in the URL https://app.raynet.cz/ACCOUNTNAME, or in settings in Raynet. Enter only the part behind the slash.

The Raynet account name is behind the slash.
The Raynet account name is behind the slash.

In Raynet

First of all activate the integration to Freelo in Raynet. Settings > Add-ons > Freelo > Add.

How to setup integration in Raynet.
How to setup integration in Raynet.

In login section enter your e-mail from Freelo, API key from Freelo account, that you can find in the Settings and section API key. You can also set a Label that helps with orientation in CRM. The label (typically „freelo“) will be set automatically after the integration of Freelo project to the business case.

Example of the integrations in Raynet.
Example of the integrations in Raynet.
API key of Freelo enter in Raynet form for activation of integration.

How does the connection between Raynet CRM and Freelo works?

In Freelo

A section Raynet on the project detail is visible after the activation of integration in Freelo. The project can be connected to the client and after that, you can see the client, history of activities and business cases. If you click the Client, you will be directed to Raynet.

Example of a project connected to Client in Raynet.
Example of a project connected to Client in Raynet.

In the section Client click the three-dot menu and Open in Raynet to be directed there.

Redirect from Freelo to client in Raynet.
Redirect from Freelo to client in Raynet.

In Raynet

A section Freelo is visible in the business case after activation of the integration in Raynet. There you can create or connect existing project. After that, you will see all tasks from the project.

Example of the connected project visible in Raynet.
Example of the connected project visible in Raynet.

Via green button Add a task to project you can easily create a new task from Raynet to Freelo directly.

How to create new tasks in Raynet to Freelo.
How to create new tasks in Raynet to Freelo.

Cancellation of Raynet integration

In Freelo

You can cancel the connection in settings of your profile. Integrations > Raynet > Cancel connection.

How to cancel the integration.
How to cancel the integration.

Change or cancel the connected client

Just click the three-dot menu in the section Raynet on project detail. Click Cancel or change pairing.

How to cancel or edit the connection.
How to cancel or edit the connection.

Then you can change a client from Raynet or unpair the client.

Edit the connected client from Raynet.
Edit the connected client from Raynet.

In Raynet

You can cancel connection in Account settings > Add-ons > Freelo > Remove.

How to remove the connection in Raynet.
How to remove the connection in Raynet.
Remove the connection via red button.
Remove the connection via red button.

Cancellation of connection of Freelo project and business case

Just click Disconnect Freelo project. Then you can connect a case to the existing or new project in Freelo.

Animation how to edit the connected project to a client.
Animation how to edit the connected project to a client.
Updated on 13.4.2021

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