> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Salesbuildr Integration

> Connect the Salesbuildr Public API for quote, opportunity, and product reporting

Connect Salesbuildr to MSPortal.ai with a Public API key. The setup verifies access to your Salesbuildr account and stores the connection securely.

<Note>
  Salesbuildr is currently a pilot integration. The pilot establishes and validates the API connection; quote, opportunity, and product reporting features build on this connection as they become available. If the integration is not available in **Settings > Integrations**, contact [support@msportal.ai](mailto:support@msportal.ai).
</Note>

## Prerequisites

* Salesbuildr administrator access
* Your Salesbuildr account URL
* MSPortal.ai integration management permission

## Create a Salesbuildr API Key

<Steps>
  <Step title="Open API settings">
    In Salesbuildr, go to **Settings > Integrations > API Key**.
  </Step>

  <Step title="Create the key">
    Create an API key for MSPortal and copy it to a secure location.
  </Step>

  <Step title="Copy the account URL">
    Note the HTTPS URL you use to access the Salesbuildr account.
  </Step>
</Steps>

## Connect in MSPortal

<Steps>
  <Step title="Open the setup page">
    In MSPortal, go to **Settings > Integrations**, find **Salesbuildr**, and click **Configure**.
  </Step>

  <Step title="Enter the connection details">
    Enter the **API key** and **Account URL**.
  </Step>

  <Step title="Test the connection">
    Click **Test Connection**. MSPortal verifies the API key and reports the number of accessible companies when available.
  </Step>

  <Step title="Save the connection">
    Click **Connect** after the test succeeds. The API key is stored securely in Vault.
  </Step>
</Steps>

## Managing the Connection

* Reopen **Configure** to test or replace the API key and account URL.
* Removing the integration deletes its stored connection from MSPortal and does not change data in Salesbuildr.
* Users without integration management permission can review the connection but cannot change its credentials.

## Troubleshooting

| Issue                     | Solution                                                                                       |
| ------------------------- | ---------------------------------------------------------------------------------------------- |
| Account URL is rejected   | Enter the HTTPS URL for your Salesbuildr account, without an unrelated path or domain.         |
| API key is rejected       | Create a new key under **Settings > Integrations > API Key** and copy it without extra spaces. |
| No companies are returned | Confirm the API key belongs to the expected Salesbuildr account and can access company data.   |

## Related Resources

<CardGroup cols={2}>
  <Card title="Quotes" icon="file-invoice-dollar" href="/user-guides/quotes/index">
    Learn how MSPortal presents quote data
  </Card>

  <Card title="Integrations Overview" icon="plug" href="/user-guides/integrations/index">
    Manage all MSPortal integrations
  </Card>
</CardGroup>