Convi.BASE

MiuraYuto Updated by MiuraYuto

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・An account with administrator privileges is required for integration.

Advance preparation

How to Log In

On the Convi.BASE login page , enter your email address and password to log in.

The target user must have the permission to view, create, and delete the "member table."

How to check the Base URL

From the Convi.BASE login page, copy the part of the URL before /account/login .

The URL must start with https:// .

Example) https://xxxxx.cb-trial.site/cbee-html/

Setting up the integration

On the Money Forward Admin integration screen, search for Convi.BASE .

Convi.BASE login email address and password ,

Enter the Base URL confirmed in the previous step and click Connect .

If the connection is successful, the registered user information will be displayed in the account list.

If it doesn't complete successfully, edit it from the Status tab on the Integration screen and try the integration again.

If the issue is not resolved, please contact us via chat.

How did we do?

ContractS CLM

Coopel

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