Connect Vcita to Microsoft Dynamics On Premises with LeadsBridge

1. Head over to the left sidebar and click on the Create new Bridge green button
2. You'll be taken to the first step of the bridge creation

1. Choose Vcita as the source for your bridge
2. Choose Microsoft Dynamics On Premises as the destination for your bridge
3. Click on the Continue button
4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

1. Click on Connect Vcita
2. Click on Create new integration to connect your Vcita (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Vcita integration
4. Fill API Token field to connect Vcita with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Vcita and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your Vcita is connected, you can continue with the set-up of your bridge

How to get API Token

In order to get your API Token you should follow the steps below:
1. Log into your vCita account
2. Click on Settings on the left menu
3. Then, click on Integrations, under OTHER SETTINGS column

4. Go to Webhooks and click on CONNECT

5. Copy your API Token and paste it into your vCita integration within LeadsBridge

1. Click on Connect Microsoft Dynamics On Premises
2. Click on Create new integration to connect your Microsoft Dynamics On Premises (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Microsoft Dynamics On Premises integration
4. Fill Username, Password, CRM URL field to connect Microsoft Dynamics On Premises with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Microsoft Dynamics On Premises and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your Microsoft Dynamics On Premises is connected, you can continue with the set-up of your bridge

Here you'll be able to map your Vcita information with your Microsoft Dynamics On Premises fields.

1. You will have Microsoft Dynamics On Premises fields on the left. Match the information you wish to pass align from Vcita
2. Based on Microsoft Dynamics On Premises functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

• Click on the Save and publish button