Click here to watch a quick video on how to opt-in on ECRM and then set up your TodayApp account.

To start the integration, the first steps are taken in ECRM.

  1. Go to ECRM and select the App Launcher (9 dots in a square near the top left)
  2. In the drop-down menu, select View All.
  3. Under “All Items” select Incentive Data Tool Integration.
  4. Near the top right, select New.
  5. In the Vendor drop-down button, select TodayApp. 
  6. Select Start Integration and then today's date (or another preferred date).

Note: ECRM will only allow you to integrate with one outside vendor at a time, so you will receive an error until integration with other vendors has ended. 

The systems will be linked within one-hour (if you selected the current day in Step 6) and your TodayApp account will be ready for set-up.

We are happy to answer any questions or set up a time to chat about this process and welcome you to email us at support@todayapp.com.