myCRMSIM Support Center | myCRMSIM SMS Installation & Setup

myCRMSIM SMS Installation & Setup

How to install and setup your myCRMSIM account

Part 1 - Integrating MyCRMSIM with Your HighLevel Account for SMS

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> ⚠️ **Note:**
If a device is being used for **myCRMSIM SMS**, it cannot be used simultaneously for **myCRMSIM RCS**. Both services cannot run on the same device at the same time.

Guide for users step-by-step in integrating their HighLevel account with MyCRMSIM for SMS messaging services.

✅ Prerequisites

- An active MyCRMSIM account.
- Access to your HighLevel agency or sub-account.
- You must be logged in to the main HighLevel app (not your white-label domain).

Step 1: Log In to MyCRMSIM

- Visit MyCRMSIM dashboard and log in.
- You'll land on the Dashboard page.

Step 2: Connect Your HighLevel Account

1. Navigate to the **Integrations** tab.
2. Click **"Connect with Agency"** or **"Connect with Your Account"**.
- If reconnecting, click **"Reconnect"** instead.
3. You will be redirected to the HighLevel Marketplace App.
4. **Important:** Ensure you're logged into `app.gohighlevel.com`, not just your white-label domain.

Step 3: Authorise and Install the App

1. On the HighLevel Marketplace App page, click **Next**.
2. If you're an **agency user**:
   - Select **Connect Agency**.
   - Choose **Install** under all locations.
   - Enable automatic installation for future locations.
3. If you're on the **$97 plan** (3 sub-accounts):
   - Connect sub-accounts individually.
   - Repeat this integration process for each sub-account.

Step 4: Install Conversation Providers

- Choose **all conversation providers** when prompted (recommended).
- These include:
  - Android SMS
  - WhatsApp
  - iMessage
- All providers are white-labeled under **"My SMS Gateway App"** — clients will not see MyCRMSIM branding.

Step 5: Connect Sub-Accounts

1. Go to the **SIMs** section in your MyCRMSIM dashboard.
2. Click **Connect Locations**.
3. Toggle **on** the sub-account(s) you wish to connect.
4. Confirm with **"Yes"**.
5. Your selected sub-account(s) will now appear as connected.

> ⚠️ Toggling a sub-account on does not change or override anything in your HighLevel account.

Step 6: Set Custom Provider in HighLevel

1. Go to **Settings > Phone system > Additional Settings**.
2. Under **Telephony Provider**, change from "LeadConnector" or "Twilio" to:
**mySMS Gateway App -SMS, WhatsApp & iMessage** – if using Android SMS or a combination of services.
3. Click **Save**.

🎉 You're Done!

You have now:
- Integrated your agency/sub-account with MyCRMSIM.
- Connected your desired locations.
- Set up your custom provider.

**Next Step →** Set up your Android for sending/receiving messages.

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