API Key-Based Integrations
API key integrations connect third-party applications to Business App by exchanging a unique key. Once connected, customer data syncs automatically into your CRM and you can trigger automated review requests.
Integrations that use this method include FieldEdge, JobNimbus, RB Control Systems, ShopBoss, Pet Resort Pro, and Protractor/Mitchell Enterprise.
Set up an API key integration
Step 1: Find the integration
- Go to
Administration→Integrationsin Business App. - Find the integration card for your application and click it.
Step 2: Review the marketing page and connect
The marketing page describes what the integration does and the data it syncs. Click Connect to start setup.
Step 3: Complete the pre-connect form
The pre-connect form outlines the next steps and lets you configure your data sync preferences before the connection is established:
Sync customer data: Enable or disable automatic contact syncing to your CRM.Automated review requests: Enable to send review requests automatically when customer data syncs. Requires a Reputation AI Premium subscription. If you do not have this subscription, this option is locked and can be unlocked by upgrading.
Click Add Connection to continue.
Step 4: Copy your API key and complete setup in the third-party application
After submitting the form, you are taken to the Connection Settings page. Follow the setup instructions shown there, they vary by integration. For example, for Gingr you copy the API key and paste it into the Broadly Location ID field in your Gingr Admin settings.
Refer to the instructions on the Connection Settings page for the exact steps for your integration.
Step 5: Confirm the connection
Until data syncs for the first time, the integration's page shows the connection as pending. The integration becomes connected after the first qualifying event in the third-party application triggers a sync — for example, when a customer checks out a reservation or a job is completed.
When the connection is successfully established, you receive both an email notification and an in-app notification.
Manage your connection
After setup, your integration's status shows directly on its row on the Integrations page:
| What you see | Meaning |
|---|---|
| Green check on the row | Connected |
Listed in Needs attention with Resume and a reason such as "Sign-in not finished" | Setup isn't finished |
Listed in Needs attention with Reconnect and a reason such as "Disconnected · Sign in again to keep syncing" | The connection is broken and needs you to sign in again |
Click the integration to open the Connection Settings page, where you can review setup instructions, adjust sync preferences, or disconnect the integration.
Unfinished connections
If setup isn't finished, the integration appears in Needs attention at the top of the Integrations page with Resume and the reason. Its integration page shows Connection pending with a Resume connection button.
Select Resume to return to the setup and continue or troubleshoot it.
Frequently Asked Questions (FAQs)
Where do I find my API key?
Your API key appears on the Connection Settings page after you click Add Connection on the integration card. Copy it from the setup instructions shown there.
Why does my integration page still show the connection as pending?
The status updates to Connected only after data has synced at least once. Trigger a qualifying event in the third-party application — such as completing a job or checking out a reservation — to initiate the first sync.
Can I use the same API key for multiple locations?
No. Each business location requires its own Business App account and its own API key. Generate a unique key for each location from that location's Connection Settings page.
Can I enable automated review requests later?
Yes. Open the Connection Settings page for the integration and update your sync preferences at any time. Automated review requests require a Reputation AI Premium subscription.
What data syncs from the third-party application?
The data that syncs depends on the specific integration. Customer contact details are typically included. Refer to the setup instructions on the Connection Settings page for details specific to your integration.