How To Connect Follow Up Boss to API Nation

Follow Up Boss

How To Connect Follow Up Boss to API Nation

API Nation connects to Follow Up Boss with an API Key. You copy the key from your Follow Up Boss account and paste it into API Nation. This article shows how to connect Follow Up Boss for the first time, and how to reconnect it if your connection stops working.

Before you start

You can sign in to Follow Up Boss as the user whose data you want to sync.
You can sign in to your API Nation account at my.apination.com.

Part 1: Copy your API Key from Follow Up Boss

Steps

Open the API page in Follow Up Boss

Create a new API Key

Create a new API Key and label it API Nation. The label tells you later which key API Nation is using.

Copy the key

Copy the new key right away and keep it handy for Part 2.

Important: Follow Up Boss does not let you view an API Key again after it is created. If you lose the key, you will need to create a new one.

Good to know: An API Key belongs to the Follow Up Boss user who created it. API Nation can only see the people and data that user can see in Follow Up Boss. If your workflow needs every person in the account, use the key of the account owner or an admin.

Part 2: Connect Follow Up Boss in API Nation

Steps

Click Connect

In API Nation, open the workflow you are setting up and click Connect next to Follow Up Boss. The Connect to FollowUpBoss window opens.

Enter your API Key and a name

API key — paste the key you created in Part 1.

Name — give the connection a name you will recognize, such as your company or the user's name. This helps if you have more than one Follow Up Boss connection.

Click Connect

Click the orange Connect button. Follow Up Boss is now connected to API Nation, and you can finish setting up your workflow.

Reconnecting Follow Up Boss

A connection can stop working if the API Key changes or is removed in Follow Up Boss, or if the user who owns the key is deactivated. When this happens, your workflows cannot reach Follow Up Boss until you reconnect.

Follow Up Boss does not let you view an existing API Key, so reconnecting always means creating a new key.

Steps

Remove the old API Key (optional)

In Follow Up Boss, go to Admin > API. Find the key labeled API Nation and remove it. This keeps your list of keys clean so there is only one key for API Nation.

Important: Only remove the key used by API Nation. Other tools connected to Follow Up Boss may use their own keys, and removing one of those will stop that tool from working. If you are not sure which key belongs to API Nation, leave the old keys in place and continue to the next step.

Create a new API Key

On the same page, create a new API Key and label it API Nation. Copy the key right away.

Go to My Apps

Find your Follow Up Boss connection

Locate the Follow Up Boss connection that is no longer working and click Reconnect.

Enter the new API Key

The Connect to FollowUpBoss window opens. Paste the new key and click Connect.

Tip: Create the new key while signed in as the same Follow Up Boss user as before. A key from a different user may not have access to the same people, and your workflows could stop finding records they found before.

Still not working?

The connection fails when I click Connect. Make sure you pasted the whole key with no extra spaces before or after it. If you no longer have the key, create a new one labeled API Nation in Admin > API and try again.

I don't see the API page in Follow Up Boss. Your Follow Up Boss user may not have access to it. Ask your Follow Up Boss account owner or admin.

My workflow is connected but some people are missing. The API Key may belong to a user who can't see those people. Reconnect using a new key created by the account owner or an admin.

Still stuck? Submit a support ticket with the name of your workflow, and we will take a look.

How To Connect Follow Up Boss to API Nation

Part 1: Copy your API Key from Follow Up Boss

Part 2: Connect Follow Up Boss in API Nation

Reconnecting Follow Up Boss

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