1CloudAI Business Contacts
Documentation

Connect contact intelligence to 1CloudAI CRM.

1CloudAI Business Contacts helps teams search governed business contacts, stage imports, manage tenant usage, and connect approved leads to their own 1CloudAI CRM Location/Sub-Account.

Open workspace Contact support

Search contacts

Use contact search to find business contacts by country, category, segment, type, and Merchant Category Code. Package limits control daily tenant queries and contacts returned per search.

Connect 1CloudAI CRM

An Organization Admin clicks Connect in CRM Settings, chooses the correct 1CloudAI CRM Location/Sub-Account, and approves the contact and location scopes requested by the Marketplace app. If OAuth is unavailable on the whitelabel login, the same Organization Admin can save a tenant Private Integration API key instead.

Stage imports

Manual entries, CSV uploads, API imports, and CRM pull jobs are staged for review before they can affect the shared contact corpus.

Control access

Tenant roles, system roles, and scoped API keys keep workspace, import, billing, and CRM actions separated by responsibility.

Quick start

  1. Sign in.Use the workspace login and make sure your user is linked to the correct tenant organization.
  2. Review package state.Confirm the tenant package is active so search, import, and API usage limits are clear.
  3. Connect 1CloudAI CRM.Open CRM Settings and approve the OAuth authorization for the target Location/Sub-Account, or use the Setup API guide below when the whitelabel login cannot complete OAuth.
  4. Search and save contacts.Use filters to find records, save useful contacts, and submit corrections when tenant-specific details need to be captured.
  5. Push only approved records.CRM sync is designed to avoid duplicate pushes for contacts already delivered to the same tenant.

Marketplace installation notes

For normal users, no separate manual install is required before using the Connect button. The OAuth connection flow sends the user to 1CloudAI CRM, where they choose a Location/Sub-Account and authorize the Marketplace app. For private testing or unreleased versions, use the Marketplace test/install link for the target location first, then run the same Connect flow from the Business Contacts workspace.

Setup API

Use this fallback only when the tenant cannot complete the normal OAuth reconnect flow on the whitelabel login. The tenant Organization Admin creates the key inside 1CloudAI CRM and saves it in Business Contacts together with the tenant Location ID.

Who can do this? Only the tenant Organization Admin can save or replace the Private Integration API key in Business Contacts.

Access rights needed in 1CloudAI CRM

  • Account Admin access in the tenant 1CloudAI CRM sub-account
  • Private Integrations permission enabled under Settings > My Staff > Roles & Permissions
  • Authority to approve contact read/write access for that tenant

Scopes to enable

  • contacts.readonly
  • contacts.write
  • locations.readonly

Steps

  1. Open the tenant 1CloudAI CRM sub-account and go to Settings > Private Integrations.
  2. Create a new Private Integration for 1CloudAI Business Contacts.
  3. Enable only these scopes: contacts.readonly, contacts.write, locations.readonly.
  4. Copy the token when it is generated, then save it in Business Contacts together with the tenant Location ID.

Support

For setup help, contact support@1cloudcrm.com or use the support form at https://1cloudaicrm.com/contact.