TABLE OF CONTENTS
- Overview
- Setting up the integration
- Understanding your setup scenario
- Requesting your API Client ID and Client Secret
Overview
Rex CRM includes an integration with First AML, allowing you to connect your First AML account, sync office and user data, and create AML cases directly from Rex listings, keeping your compliance workflow in one place.
This article covers how to request the credentials needed to connect Rex CRM to First AML. It does not cover setting up or using the integration inside Rex CRM itself. For that, see Rex CRM's help centre: First AML Integration Introduction.
Before you start:
- You’ll need a First AML Compliance Admin (a user with admin permissions on your First AML account) to create and manage the credentials.
- Compliance Admins create and manage these credentials themselves in First AML platform under Settings > Integrations - you don’t need to contact our onboarding team. For step-by-step instructions, see Managing your API credentials.
Setting up the integration
To enable this integration within Rex CRM, you’ll need an API Client ID and Client Secret, which you create yourself in First AML. These are the two pieces of information Rex CRM uses to authenticate its connection to your First AML account:
- API Client ID: a unique identifier for your Rex CRM connection.
- Client Secret: a private key that works with the Client ID to authenticate the connection. Treat it like a password: don’t share it outside your organisation.
Before you create your credentials, use the scenarios below to decide how to scope them to your Rex account(s) and offices.
Understanding your setup scenario
| Your setup scenario | What you need to do |
| You have a single Rex account, shared by all your offices | If you are confident that all your offices now and in future will access your single Rex account, select “Whole organisation” when creating your credential. |
| You have a single Rex account, only used by some of your offices | Select “Specific offices” when creating your credentials, and select the offices that need to connect to your single Rex account. |
| You have multiple Rex accounts | You will need to proceed carefully to ensure you are provisioning your credentials correctly. We recommend completing the following spreadsheet, which will help you take stock of which Rex accounts are used by your offices: Rex <> First AML Mapping For each Rex account, create a unique credential. Select “Specific offices” when creating each credential to ensure you are provisioning access to the correct offices for each Rex account. |
An "office" is the access-scoping unit in First AML; it determines which users can see a case.
Requesting your API Client ID and Client Secret
You can now create and manage your own API Client ID and Client Secret directly in First AML - you no longer need to email our onboarding team. For step-by-step instructions, see Managing your API credentials.
If a Rex <> First AML Mapping applies to your setup scenario, complete it as described above.
Once you have your credentials, return to Rex CRM's help centre to complete the setup inside Rex.