Set Credentials

This step is mandatory in case of Scheduling and Export of Excel/Word templates (if PDF format is selected) using Clik2Export UI.

Once you have set credentials and generated token, you can then perform the above mentioned tasks with ease.

For this, you have to navigate to Personalization Settings --> General Tab --> User Information --> Click on Set Credentials button and generate token.

If Multi Factor Authentication is enabled then in this case you need to create Azure Active Directory App. For details, please click here.

Follow the same steps and make sure the redirect URL is 'https://crmurl/WebResources/ikl_/Click2Export/html/Callback.html'.

Once app is created, navigate to Click2Export Configuration Entity --> Paste client id and secret key --> Save the record.

Now navigate to Personalization Settings --> General Tab --> User Information --> click on Set Credentials button and generate token.

You will get confirmation if it is successfully connected.

For further queries, reach out to us at [e-mail]