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How do I integrate with Omni?

Connect your Omni CRM to import contacts and sync message notes

Connect your Omni CRM to import contacts and sync message notes

Integrating with Omni CRM lets you import your contacts into MyRepChat, and lets MyRepChat log SMS/text messages as notes on your customers' profiles in Omni CRM.

See How Do I Import Contacts From My CRM? for general CRM integration features and behavior that apply across providers.

How Do I Set Up the Integration?

  1. From the Dashboard, go to Settings > Integrations > Connect to CRM.
  2. Scroll down and click the Omni box — a secondary section with setup instructions will appear.

  3. Enter your Username (the same one you use to log into Omni CRM).
  4. Enter your Access Key, found under My Preferences after logging in.
    Note: For questions about your Username or Access Key, contact Omni CRM support directly.
  5. Move the Enable toggle to green.
  6. Under Send messages to CRM, select the appropriate checkbox.
  7. Click Save.

What Is Omni's Search Behavior?

Each CRM has different search behavior and limitations. For Omni specifically:

  • Phone searches check all phone fields and ignore punctuation.
  • Phone searches use a "contains" match, so searching just the last 4 digits will still find a match.
  • Name searches check either the first or last name field.
  • Don't search using both a first and last name together (e.g., "Tom Jones"). Since neither field contains the full name, this returns no results — search one name at a time instead.
  • Group search isn't currently supported. Let us know if this is something you'd like added.