TABLE OF CONTENTS



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.


For detailed information on how to set up and use this integration from inside Rex CRM, see Rex CRM’s help centre: https://support.rexsoftware.com/hc/en-us/articles/56794889646361-First-AML-Integration-Introduction




Requesting your API Client ID and Client Secret


To enable this integration within Rex CRM, you will need us to provision you with a First AML API Client ID and Client Secret.


How to request your API details:

  • Contact First AML Onboarding Team onboarding@firstaml.com requesting your Client ID & Client Secret.
  • Let us know it's for your Rex CRM integration.
  • Provide the name and email address of the First AML Compliance Admin we should send these credentials to.
  • We will send your credentials to the email address in a secure link.