Our goal with sheepCRM is to provide you with a single place to manage all of the data generated for your members. By integrating with other third-party services, sheepCRM can sync member data, provide payment methods to your members and help your staff manage the daily operations without needing to leave sheepCRM.

Accessing integrations

Integrations for sheepCRM can be found in the sheep settings section. Go to settings.sheepcrm.com and log in to your CRM user account if not already. From the settings section, click on the integrations tab in the navigation. This will present a list of integrations currently available with sheepCRM.

Enabling a third-party integration

By default, all of these integrations will be off. To enable an integration with a third-party, locate the option from the list and click on the enable button. Depending on the server selected, you will either be asked to enter credentials or go through an authorisation process.

For more information on the enabling process or the integration itself, please find the service below:

The integration will automatically set to pause after first connection to avoid a sync starting on first use until we are ready. Please activate only if you have been asked to do so but sheepCRM team when in onboarding set up.

Integration: Stripe

Link sheepCRM to your Stripe payment processing account, automatically syncing payment records and allowing you to take sheepApp payments through Stripe.

Enabling

Click on the enable button to bring up a modal asking you to enter your Secret & Publishable API Keys. These two keys will need to be created in your Stripe account - please see their guide on how to create and locate your API keys. When entered, you can save & activate to start the integration immediately, or save & review to have the integration paused.

Configuring

Stripe integration is largely 'plug and play', once you've entered your Secret Key and Publishable Key payments will automatically be synced with Stripe and you'll be able to add payment plans with Stripe as the payment provider for sheepApp payments.

Secret Key

Used by Stripe API to authenticate requests from sheepCRM. This key will generally start with sk_

Publishable Key

This key is used in conjunction with the secret key and will generally start with pk_

The integration can be temporarily paused by clicking on the pause button, or disconnected completely by clicking on disconnect. Please note that disconnect will immediately stop all functions and delete any saved configuration for this integration.

Integration: GoCardless

Link sheepCRM to your GoCardless payment processing account, automatically import existing subscribers, syncing payment records and allowing your members to set up mandates for recurring direct debit payments through GoCardless. You'll need a GoCardless account to proceed.

Enabling

Click on the enable button to be taken to a GoCardless authorisation page. You'll be asked to log in to your GoCardless account. Once logged in, you will be asked to authorise sheepCRM accessing and editing your GoCardless data. When authorised, you can save & activate to finished and start the integration immediately, or save & review to finish and have the integration paused.

Configuring

GoCardless integration is largely 'plug and play', once you've enabled GoCardless mandates and payments will automatically be synced with GoCardless and you'll be able to add payment plans with GoCardless as the payment provider for sheepApp payments.

Integration: Mailchimp

Enabling

Click on the enable button to be taken to a Mailchimp authorisation page. You'll be asked to log in to your Mailchimp account. Once logged in, you will be asked to authorise sheepCRM accessing and editing your Mailchimp data. When authorised, you can save & activate to finish and start the integration immediately, or save & review to finish and have the integration paused.

Configuring

If you would like contacts to automatically sync to your Mailchimp account please choose the destination audience.

If you would like any of your subscriber lists in Mailchimp to sync down to sheepCRM (and create contacts if none matched) you can set those to YES (but please check note below before you set)

If you wish to sync sheepCRM segments with Mailchimp (recommended) please do NOT set any subscriber lists to YES

Integration: Xero

Link sheepCRM to your Xero account to publish invoices from sheepCRM into Xero. You'll need a Xero account to proceed.

Enabling

Click on the enable button to be taken to a Xero authorisation page. You'll be asked to log in to your Xero account. Once logged in, you will be asked to authorise sheepCRM accessing and editing your Xero data. When authorised, you can save & activate to finish and start the integration immediately, or save & review to finish and have the integration paused.

Configuring

Xero integration is largely 'plug and play', once you've enabled Xero you can push invoices generated in sheepCRM to Xero.

Integration: Eventbrite

Link sheepCRM to your Eventbrite account, automatically showing your events in sheepApp with links to the tickets in Eventbrite. After linking, you can view your events in the events calendar and track tickets and sales transactions directly from your contacts in sheepCRM. You'll need an Eventbrite account to proceed.

Enabling

Click on the enable button to be taken to an Eventbrite authorisation page. You'll be asked to log in to your Eventbrite account. Once logged in, you will be asked to authorise sheepCRM to access your Eventbrite events. When authorised, you can 'save & activate' to finish and start the integration immediately, or 'save & review' to finish and have the integration paused.

Configuring

Eventbrite integration is largely 'plug and play', once you've enabled Eventbrite sheepCRM will sync your events and start displaying them in the events calendar.

New Eventbrite events are hidden in sheepApp by default to give you full control.

The integration can be temporarily paused by clicking on the pause button or disconnected completely by clicking on disconnect. Please note that disconnecting will immediately stop all functions and delete any saved configuration for this integration.

Integration: Loqate

Link sheepCRM to your Loqate account, a paid service that automatically provides addresses for you and your members to choose from when populating address fields. These addresses are generated and updated in a national database.

Enabling

Click on the enable button to bring up a modal asking you to enter your Loqate API Key. This key will need to be created in your Loqate account - please see their guide on how to create and locate your API key. During the creation process you will be asked to enter in URLs that the API key will work on - please ensure both https://sheepcrm.com and https://*.sheepcrm.com are added to this list.

When entered, you can save & activate to start the integration immediately, or save & review to have the integration paused.

Configuring

Loqate integration is largely 'plug and play', once you've entered your API Key your address fields will change from simple text entry to searchable fields.

Please note that using address searches will spend your Loqate credit. If you'd like to test the search without expending credit you can lookup Loqate's postcode - WR5 3DA - then credit will not be spent when looking up the addresses in this postcode. However lookups with this postcode still require credits on your account - also please bear in mind that this is a real postcode.

Integration: Email Drop Box

see https://intercom.help/sheepcrm/en/articles/2561164-bcc-email-drop-box

Integration: Dial9

Link sheepCRM to your Dial9 VOIP account, allowing you to place calls to your contacts directly from sheepCRM contacts.

Enabling

Click on the enable button to bring up a modal asking you to enter your API Key and Secret. The key and related secret code will need to be created in your Dial9 dashboard - please see their guide on how to create your API key and secret. When entered, you can save & activate to start the integration immediately, or save & review to have the integration paused.

Configuration

To configure the Dial9 integration you will need to fill in the following fields:

Dial9 API Key

Enter your API key generated in your dial9 dashboard.

Dial9 Secret

Enter your secret code generated in your dial9 dashboard.

Using Dial9 to call contacts

Once enabled, you can click on a phone number on a contact record and be given the option to initiate a VOIP call with the number.

Integration: Discourse

Link sheepCRM to your Discourse forum account, allowing sheepCRM to handle your contacts’ accounts and authorisation when accessing Discourse. After linking, your contacts can log into Discourse using the same credentials as their account created in sheepApp.

By default only registered self-service users with an active membership will be given access to your Discourse. If you have different access policies please contact us to discuss.

Enabling

⚠️ Before making any changes ensure that you have backed up your data and have root access to your Discourse instance. If the SSO doesn't work for any reason you may find yourself locked out.

To integrate with sheepCRM, you will need to make changes to your Discourse configuration. Please follow these setup instructions which will help guide you through the changes needed on your Discourse instance.

For convenience (and to avoid having to resort to the command line) keep an admin session open to your Discourse instance while testing.

The SSO URL you will need is:

https://api.sheepcrm.com/api/v1/{client}/partner/discourse/sso

Replace {client} with your client identifier and ensure the URL does not have a trailing slash as Discourse won't allow a trailing slash. Please also take a note of the secret that you use as you'll need to set the same value in SheepCRM.

Configuring

To configure the Discourse integration you will need to fill in the following fields:

Discourse URL

Enter the full URL (including https://) to your Discourse instance.

Discourse secret

Enter your secret code generated while following the set-up steps above.

Discourse admin account

Enter your admin account which will be either a username or email address.

Discourse admin account API key

Enter your admin account API key, generated while following the set-up steps above.

Discourse deactivation grace period (days)

Enter the number of days that newly created accounts can remain inactive before being deactivated by Discourse.