Kartra Documentation TECHNICAL DOCUMENTATION

Twilio

Twilio integration will require a account SID and Auth. Token from Twilio to integrate into Kartra.

Note: This means most issues will need to be solved via Twilio and Twilio support.

Integration setup instructions:

  1. Select the three dots within the Twilio box inside the “my integrations” section of Kartra.Twilio 02
  2. Select the “+ new integration” option.  If you already have an integration setup, you will need to click the three dots within the previous integration to get this option.
  3. From here you will be presented with the following modal.  Fill in the information as appropriate.Twilio 03
  4. When you fill in all necessary information, you can test your SMS gateway via the “Test” button.  The “create” button should also enable and turn green allowing you to complete your integration.

To collect Twillio keys:

You will need to login to Twilio on a separate tab and collect the necessary information within Twilio.

After logging into Twilio, your dashboard will be presented with the following screen.  Your necessary keys will be displayed on your dashboard.  Please ensure you are using the appropriate project (Twilio project) for your keys.

Twilio 01

 

 

Note: Twilio may change their website from what appears in this document; but the information should still be obtainable through their system.

Meanwhile on the original tab with Kartra, you will need to copy the Account SID and Auth. Token into the modal window.  At this point the create option will enabled. By selecting create you can now finish your Twilio SMS gateway integration.

If you are unable to find the necessary information on Twilio, please contact Twilio support.

If your Twilio API Key does not work via Kartra, please contact Kartra support.

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