Getting Started
Before you get started, you will need to purchase an integration package from your Customer Success Representative then request you API details from LOXO. You can request a secure API key by emailing support@loxo.co
You will need to be the account owner in Selligence to Integrate with LOXO
Information you need from LOXO:
- Username
- Password
- Agency Name
Once you have the details
Login to Selligence
Navigate to Manage Organisation from the menu in the top right of the page
Select Integrations
Select LOXO
Enter the details provided to you From LOXO
Username
Password
Agency Name
Click Next to map the contact details from Selligence to LOXO Fields
Click finish and you're all done
You will then see the LOXO option available under the Export Menu in Selligence
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