Getting Started With LOXO

Modified on Thu, 16 Feb 2023 at 09:24 AM

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 

  1. Login to Selligence

  2. Navigate to Manage Organisation from the menu in the top right of the page

  3. Select Integrations

  4. Select LOXO

  5. Enter the details provided to you From LOXO

    1. Username

    2. Password

    3. Agency Name

  6. 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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