Before You Begin
Ensure you have:
Administrative access to your Dazos CRM instance
A designated user account for API access (or available user seats)
Permission to create or modify user accounts in your organization
Steps
Step 1: Ensure You Have a Designated API User
You'll need a dedicated Dazos user account for API access. This user will serve as the authentication point for your API connections.
If your organization is at capacity for user seats, you may need to either replace an existing user or purchase an additional seat before proceeding.
Step 2: Retrieve the User's API Access Key
Navigate to Settings → User & Access Management → Manage Users in your Dazos CRM.
Select the designated API user from the list to open their profile.
Locate the Access Key field in the user's profile. Copy this alphanumeric string for use in your API configuration.
Step 3: Access the API Documentation
Click the question mark (?) icon in the top-right navigation of your CRM.
From the help menu, you can access:
CRM APIs (Swagger) - Interactive API documentation and testing interface
API / Developer Manual PDF - Comprehensive documentation including base URL structure
Step 4: Gather Your Connection Requirements
For a complete API setup, you'll need these three components:
API Base URL and endpoint structure - Found in the Developer Manual PDF
User credentials - The designated user's login (username/password) plus their Access Key
Documentation access - Swagger interface and Developer Manual for implementation guidance
Verification / Expected Result
After completing these steps, you should have:
A designated user account with API access
The user's unique API Access Key
Access to both Swagger documentation and the Developer Manual
All necessary information to establish your API connection
Troubleshooting / Common Errors
Access Key field is blank: Click "Edit" and then "Save" on the user profile to generate a new key.
Can't access User Management: You need administrative permissions to view and manage user accounts.
At capacity for user seats: Contact your organization's admin to determine whether to replace an existing user or purchase additional seats.