First, land on the +Integrations page and click '+Connect' on CardConnect.
- Enter a nickname (any nickname) for this ClientLine connection
- Enter the url where you login
- Enter the username/email you use to login to ClientLine
- Enter the password you use to login to ClientLine
- Answer Yes or No to the following question: Are there multiple MIDs associated with this connection?
- Answer Yes or No to the following question: Are security questions tied to this connection? Enter every security question and answer (VERBATIM).
- Click 'Connect'