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 receive the credentials.
- Only your First AML Onboarding Team can issue these credentials; you can't generate them yourself in Source.
Setting up the integration
To enable this integration within Rex CRM, First AML needs to provision you with an API Client ID and Client Secret. 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 First AML can issue these, we need to understand how you want your Rex account(s) to interact with your First AML account.
Understanding your setup scenario
| Your setup scenario | What you need to do |
| You have a single Rex account, shared by all your offices | Skip to Requesting your API Client ID and Client Secret below. |
| You have a single Rex account, only used by some of your offices | Copy and complete the following spreadsheet to tell us how we need to provision your credentials correctly: Rex <> First AML Mapping Then, move to Requesting your API Client ID and Client Secret below. |
| You have multiple Rex accounts | Copy and complete the following spreadsheet to tell us how we need to provision your credentials correctly: Rex <> First AML Mapping Then, move to Requesting your API Client ID and Client Secret below. |
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
- Contact First AML Onboarding Team at onboarding@firstaml.com requesting your Client ID and Client Secret.
- Tell us your setup scenario from the table above, and include a link to your completed Rex <> First AML Mapping if applicable.
- Provide the name and email address of the First AML Compliance Admin we should send the credentials to.
- We will send your credentials to that email address via a secure link, as shown below.
Once you have your credentials, return to Rex CRM's help centre to complete the setup inside Rex.