How to create a token-based connection in Highlevel

Creating a token-based connection in HighLevel involves several detailed steps to utilize a sub-account (location) API key effectively in Unified. The process requires having Admin or Owner access to the sub-account and involves navigating to the sub-account, accessing Private Integrations, creating a new integration, and selecting the necessary scopes for the intended use case. After naming and confirming the integration, an API token is generated, which must be stored securely, as it cannot be retrieved later. The Location ID is found within the sub-account URL, and both the API Token and Location ID are used to establish the connection in Unified. This setup enables accessing CRM and HRIS data at the sub-account level, and careful adherence to each step is crucial to avoid potential issues. If difficulties arise, verifying the token creation level, scope selection, and Location ID accuracy is recommended, with further support available from the Unified.to team.