BPortaly Portal Side Configuration

Sign up with a BPortaly user account:

1. Access the BPortaly portal URL: https://apps.bportaly.com/ and click on ‘Sign up now’

1. Enter your required details like Company Name, First Name, Last Name, etc. and verify the user by entering the verification code sent to your registered email address

1. Now, enter the organization name and your domain, then click on continue. The user will be created and logged in successfully.

While signing-up as shown above, if face any issue, please do not hesitate to contact us at [email protected] 4. On the portal homepage, navigate through the list of applications and subscribe to the applications named GUMU and GMAP.

1. Next, in the top-left section, select the GUMU app 🡪 Home 🡪 Navigate to the Connectors section

1. Search for GUMU maps for Creatio CRM Integration product and subscribe to it. Once subscribed, it will get added to My Connector Section

1. Go to My Connectors section and click on View More button as shown below.

1. Click on the settings gear icon on Creatio CRM plugin as shown below and enter the connection information below and click on Test connection

• Domain URL: Enter your Creatio URL

• User ID: Enter your Creatio admin-level user account name

• Password: Enter your password for the above Creatio user

1. Once the Test connection is successful, please share the details below at [email protected] so we can enable/activate the account at our end.

   1. Your Creatio URL with which you want to integrate

   2. BPortaly Username

   3. BPortaly user’s Organization Name