How do I add Slack Accounts in CRD?

This is how you would associate your Slack account(s) with CRD. Associating your Slack account gives CRD access to reports you wish to schedule. CRD will use stored credentials to access and export reports.

Integrations - Slack Accounts

  • Go to View.
  • Select Integrations.
Crystal Reports: CRD Home Screen.

Crystal Reports: Integrations Library in CRD.
  • Select Slack Accounts.
Crystal Reports: Slack Accounts in Library Integrations in CRD.
  • Click Add to add an account.
Crystal Reports: Add a Slack Account wizard in CRD.
  • Account Name: Enter the account credentials.
  • Team Name: Enter the workspace's Slack URL
  • Access Token: After adding slack account credentials, click Connect to acquire the Access Token from Slack.
Crystal Reports: Add a Slack Account wizard in CRD.
  • Sign in to your workspace: Enter your workspace's Slack URL.
  • Click Continue.
Crystal Reports: Add a Slack Account wizard in CRD.
  • Enter your email address and password from Slack.
  • Click Sign In.
Crystal Reports: Add a Slack Account wizard in CRD.
  • Click Authorize.
You will return to CRD with the access token credentials.
Crystal Reports: Add a Slack Account wizard in CRD.
  • Click Save & Close.
  • The Slack account is now added to CRD.