Raynet CRM: connecting

The assistant reads from Raynet who is writing to it: the contact and the company, business cases, offers and orders, and activities. It never writes to Raynet. What exactly it may read, you decide for each mailbox separately. How connections work in draften in general is described on the Integrations page.

What you need

• Raynet on the PROFESSIONAL plan or higher — the START plan has no API keys.
• An instance on app.raynet.cz (the Czech server). Instances on Raynet's Slovak or international servers (app.raynetcrm.sk, eu.raynetcrm.com, app.raynetcrm.com) cannot be connected.
• A Raynet administrator — only they can create the user and the API key.
• In draften, an owner or manager of the organisation.

In Raynet

Raynet has no read-only key: an API key always has the rights of the user it belongs to. That is why you make a separate user with a read-only role for the assistant. Do not give it an administrator's key — an administrator sees and may do everything.

A read-only user

1. At the top right, click your name → Nastavení (Settings).
2. In the menu on the left, open Uživatelské účty (User accounts) and add a user (Přidat uživatele (Add user); in the paid version first Přidat další uživatelské účty (Add more user accounts) and then Přiřadit uživatele (Assign user)). Fill in:
   • a name, for example draften,
   • the login e-mail — note it down, draften will need it,
   • the role Jen ke čtení (Read only).

   Every user is a paid licence in Raynet.

3. If the user already exists: Uživatelské účty → open their profile → Oprávnění uživatele (User permissions) → change the role to Jen ke čtení and save.
4. Optionally, limit which records the user sees: Nastavení → Bezpečnostní úrovně (Security levels) → Přidat úroveň (Add level), name it and choose the user.

API key

1. Nastavení → in the menu on the left, in the PRO VÝVOJÁŘE (For developers) part → API klíče (API keys).
2. Click Nový API klíč (New API key). In the Vytvořit API klíč (Create API key) window, fill in:
   • Název klíče (Key name) — for example draften,
   • Uživatel (User) — the read-only user from the previous step. The key will read with their permissions.
3. Copy the key straight away — once it is saved, Raynet never shows it again. Then click Vytvořit API klíč.

Instance name

At the top right, click your name → O aplikaci Raynet CRM (About Raynet CRM); the instance name is there. It is also the part of the address after app.raynet.cz/ — for the address https://app.raynet.cz/firma it is firma.

In draften

1. Open Organisation → Integrations and, in the Integrations card, fill in:
   • System — Raynet CRM,
   • Name — for example Raynet - sales,
   • Instance name — from the previous step,
   • User (e-mail) — the login e-mail of the read-only user,
   • Access secret — the API key.

   Click Add connection. The key is stored encrypted and never shown again.

2. In the connection's row, open the ⋯ menu → Test the connection. In a moment it shows "Connection fine (…), account …". When the user may not read something, the test lists it under "Not available with this token:".
3. In the Which mailboxes may use the connection part, click Grant by a mailbox, tick what the assistant may read and click Save the grant:
   • Contact and company,
   • Business cases and, under it, Amounts,
   • Offers and orders,
   • Activities and, under it, Description and solution of activities.
4. The assistant's editor then adds, in the assistant's Settings → Knowledge, a source of the external system kind and chooses what the assistant really reads — see Connecting a CRM and other systems.

When you replace the key, paste the new one into New access secret by the connection and click Replace; then Test the connection again.

Connection test errors

The test's message is in English, straight from Raynet or from draften: