AliceBlue Integration

Overview

Alice Blue is a trading and brokerage platform that can be integrated with CRM (FabBuilder) to manage trading-related data and activities.

Once integrated, it enables secure access to trading accounts and allows data exchange between CRM and AliceBlue platform.

Purpose of Integration

AliceBlue integration with CRM enables:

• Connect trading account with CRM
• Access trading-related data
• Automate trading workflows (if applicable)
• Manage account-level activities
• Enable secure authentication

Prerequisites

Before starting the integration, ensure the following prerequisites are met:

• Active CRM (FabBuilder) account
• Admin access to CRM
• Active Alice Blue account
• Access to AliceBlue API credentials
• API access enabled

Required Credentials

The following credentials are required for successful integration:

• Auth ID – Provided by AliceBlue
• Auth Token – Generated for authentication
• Client Secret – Provided by AliceBlue

Note: All credentials are provided from the AliceBlue account/dashboard.

Configuration Steps

After successful login, navigate to the App module from the left-side navigation panel.

• Click on App module
• Navigate to App & Integration → App
• Search and select AliceBlue
• Click on Configure

• Screen -Acess Aliceblue

Screen- Access to AliceBlue

4.Enter the following details:

• Enter Name
• Auth ID
• Auth Token
• Client Secret
• (Optional) Enable Pin in Left Menu

Screen- AliceBlue Configuration

5.Click Save

Validation

• Configuration saved successfully
• No error message appears
• Integration status becomes active
• Connection with AliceBlue is established

Working / Use Case

• CRM connects to AliceBlue using API credentials
• Authentication is verified
• Trading or account-related data can be accessed
• Workflows (if configured) can use this data

Output

• AliceBlue account connected to CRM
• Secure authentication established
• Data exchange enabled
• Trading-related operations supported