How do I integrate ClientLine?

First, land on the +Integrations page and click '+Connect' on CardConnect.

Interagtions_HS

Web Portal

  1. Enter a nickname (any nickname) for this ClientLine connection
  2. Enter the url where you login
  3. Enter the username/email you use to login to ClientLine
  4. Enter the password you use to login to ClientLine
  5. Answer Yes or No to the following question: Are there multiple MIDs associated with this connection?
  6. Answer Yes or No to the following question: Are security questions tied to this connection? Enter every security question and answer (VERBATIM).
  7. Click 'Connect'
ClientLine