Before getting started, it is important to understand what this integration entails:

• Setting up VanillaSoft as a trigger in Zapier means that each time you result a Contact in VanillaSoft, the fields you have mapped to the other app (through Zapier) will be sent immediately.
• Setting up VanillaSoft as an action in Zapier means that when you trigger something to happen from another app, Zapier will push that data into VanillaSoft (whether a new Contact or an update to an existing Contact) as determined by the apps trigger mechanism.

Getting Started

1. You first need to generate a unique Integration Key in VanillaSoft that you will enter into Zapier:

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   • If you are an Account Admin:
     • You can generate a key for yourself, another Account Admin, or an Admin Combo.
     • Although it is possible to generate keys for multiple users, the typical use is to generate just one key for the person who will be doing the setup in Zapier.
     • A key generated for an Account Admin gives the Account Admin access in Zapier to all VanillaSoft projects. In contrast, a key generated for an Admin Combo gives the Admin Combo access in Zapier to only the VanillaSoft projects the Admin Combo has access to.
     • To generate an Integration Key, login to VanillaSoft, and on the Admin-side, click on the Users menu and select the Account Admin or Admin Combo. On the Edit User page, select the Integration Key tab, generate a key, and then copy it.
     • If you generate the key for another Admin, you will need to share it with them before they can use it in Zapier.

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   • If you are an Admin Combo:
     • An Account Admin can generate an Integration Key on your behalf and share that key with you, or, if an Account Admin has granted permission, you can generate an Integration Key yourself. (The Account Admin can grant permission to an Admin Combo to generate an Integration Key in VanillaSoft on the Admin Permissions page of the Admin Combo).
     • Your Integration Key gives you access in Zapier to only the VanillaSoft projects to which you have access.
       

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2. Once you have an Integration Key, you are ready to make your first Zap in Zapier.

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3. Once you have successfully created a Zap, you can view details of your Triggers and Actions in VanillaSoft by clicking on the Integration menu and clicking the Zapier option. (Note: If you are an Admin Combo, your Account Admin must first grant you permission to see the Zapier option. The Account Admin does this in VanillaSoft on the Admin Permissions page of the Admin Combo).