Overview

This guide provides step-by-step instructions for completing the Calldacity integration sign-up form. Following these steps will ensure a smooth integration setup between your NetSapiens tenant and Calldacity services.

Prerequisites

Before beginning, ensure you have:

• Administrative access to your NetSapiens tenant
• Ability to create API keys with Office Manager permissions or higher
• Access to the email address you'll use for registration

Step-by-Step Instructions

Step 1: Access and Complete the Sign-Up Form

1. Navigate to the Calldacity Sign-Up Form
2. Fill out all required fields with your information:
   • Company name
   • Contact name
   • Email address
   • Phone number
   • Any other requested information

Step 2: Provide Your Tenant URL

In the designated field, enter the complete URL for the NetSapiens tenant you wish to integrate with Calldacity.

Example format: https://yourtenant.netsapiens.com/ns-api/v2

Step 3: Create and Obtain Your API Key

1. Log in to your NetSapiens Admin UI
2. Follow the instructions in the NetSapiens API Key Documentation
3. When creating the API key, ensure you select the appropriate permission level:
   • Office Manager: For integrations limited to a specific domain
   • Reseller/Super User: For broader scope integrations across multiple domains

Important: The API key must have Office Manager permissions or higher for the integration to function properly.

Step 4: Enter Your API Key

1. Copy the API key you created in Step 3
2. Paste it into the "M2M API Key" field on the sign-up form
3. Double-check that the entire key has been copied correctly

Step 5: Submit and Await Confirmation

1. Review all entered information for accuracy
2. Submit the form
3. You will receive a confirmation email containing:
   • Your unique Tenant ID
   • Portal URL for accessing Calldacity services
   • Contact information for support

Step 6: Enable Your Integration

1. Open the confirmation email from Calldacity
2. Follow the specific directions provided in the email to enable your integration
3. Complete any additional configuration steps as outlined

Troubleshooting

Common Issues

API Key Errors

• Ensure your API key has the minimum required permissions (Office Manager or higher)
• Verify the entire key was copied without any extra spaces or characters

Form Submission Problems

• Check that all required fields are completed
• Verify your tenant URL is correctly formatted
• Ensure your email address is valid and accessible

No Confirmation Email Received

• Check your spam/junk folder
• Verify the email address entered was correct
• Allow up to 15 minutes for email delivery
• Contact Calldacity support if the email doesn't arrive

Support

If you encounter any issues during the sign-up process or have questions about the integration:

• Refer to the contact information provided in your confirmation email
• Visit the Calldacity support portal
• Contact your NetSapiens administrator for API key assistance

Next Steps

After successfully completing the integration setup:

1. Log in to your Calldacity portal using the URL provided
2. Configure any additional settings as needed
3. Begin utilizing the integrated features between NetSapiens and Calldacity