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

# ClubCore

> Connect ClubCore to use company history in briefings and save meeting minutes as activities.

Connect ClubCore so Floral can prepare briefings from your company history and save approved meeting minutes and completed briefings as activities on the right company.

## Before you start

You need organization administrator access in Floral and a ClubCore API key for the account you want to connect. Ask your ClubCore administrator or ClubCore support for the key.

The key needs these permissions:

| Permission         | What Floral uses it for                                                          |
| ------------------ | -------------------------------------------------------------------------------- |
| `members:read`     | Find members and non-members, and read company details.                          |
| `members:write`    | Create a company under non-members when no existing company matches.             |
| `activities:read`  | Read activity history and the available activity and contact types.              |
| `activities:write` | Save meeting minutes and briefings as activities.                                |
| `contacts:read`    | Optionally associate a meeting attendee with an existing contact on the company. |

## Connect ClubCore

<Steps>
  <Step title="Open ClubCore settings">
    In Floral, open **Settings > Sources > CRM connections** and select **ClubCore**. Check that you are in the workspace where you want to use the connection.
  </Step>

  <Step title="Check the API key">
    Paste the key into **API key**, then select **Check connection and load types**. Floral checks read access and loads the activity and contact types from your ClubCore account.
  </Step>

  <Step title="Choose the activity settings">
    Set **Activity source** to the name you want shown on exported activities. The default is `floral`.

    Leave **Contact type** empty unless you want to apply one to every exported activity. Select any **Additional activity types** that should accompany every export. You choose these by name.

    Meeting and briefing themes are included automatically. ClubCore creates an activity type when a theme name does not already exist.
  </Step>

  <Step title="Save the connection">
    Select **Save ClubCore connection**. When you return to change the activity settings, leave **API key** blank to keep the saved key. Enter a new key only when you want to replace it.
  </Step>
</Steps>

<Note>
  The connection check verifies read access. It does not create a test activity or check write permissions. Complete the first-export check below before relying on the connection.
</Note>

## How Floral finds the company

Floral remembers the ClubCore record linked to each company. If there is no saved link, it searches both members and non-members for the company's CVR.

| Search result             | What happens                                                                                            |
| ------------------------- | ------------------------------------------------------------------------------------------------------- |
| One exact CVR match       | Floral links the company automatically.                                                                 |
| Several exact CVR matches | You choose the destination. Compare the address, establishment number, and record ID before confirming. |
| No exact CVR match        | Floral searches by company name. A name match needs your confirmation.                                  |
| No company matches        | Floral creates a company under non-members with the CVR and available company information.              |

You may be asked to choose a company before starting a briefing. If an approved meeting needs a choice, open the meeting and select **Choose CRM company** in the CRM section. Floral saves your choice for later briefings and meeting exports.

When it creates a company, Floral sends known details such as its name, CVR, address, website, and industry information. It leaves unknown fields and ClubCore company categories unset. It reuses an existing match without overwriting its company details.

## What the connection does

### Prepare briefings from ClubCore history

Floral reads the linked company's details, available contacts and subscriptions, and up to 100 recent activities. It uses that context when preparing a [company briefing](/product/briefings).

### Save meeting minutes and briefings as activities

Floral sends [approved meeting minutes](/product/summaries-and-deals) and completed briefings to the linked company in ClubCore. Each activity includes the text, a link back to Floral, the date, the configured source, and the relevant themes. Any additional activity types and contact type selected in settings are included too.

An attendee is associated only when their email matches an active contact link on that company. If several attendees match, Floral uses a single primary contact when one is available. Otherwise, it leaves the contact association empty. This does not create new contacts.

ClubCore checks repeated exports for duplicates using the company, calendar day, note, and activity types. Retrying the same export can reuse its existing activity. Editing the text can create a new activity.

## Check your first export

<Steps>
  <Step title="Choose a known company">
    Use a company with a CVR you can verify in ClubCore. If Floral shows several matches, select the intended record.
  </Step>

  <Step title="Approve the meeting minutes">
    Review and approve the minutes in Floral. Check the CRM sync status on the meeting.
  </Step>

  <Step title="Open the activity in ClubCore">
    Find the activity on the company you selected. Check its text, date, source, themes, and Floral link. If you configured a contact type or additional activity types, check those too.
  </Step>
</Steps>

## If something needs attention

| What you see                                     | What to do                                                                                                            |
| ------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------- |
| The connection check fails                       | Check the key and its read permissions with your ClubCore administrator.                                              |
| The connection check passes, but an export fails | Check the key's write permissions and the error shown on the meeting. Correct the problem, then retry the sync.       |
| Several companies have the same CVR              | Select **Choose CRM company** on the meeting and confirm the destination.                                             |
| The matching records have disappeared            | Select **Retry export** in the company picker. Floral checks again and can create a non-member if no company matches. |
| A configured type is unavailable                 | Load the types again in settings. Choose an available contact type or remove unavailable activity types, then save.   |
| The activity has no contact                      | Check that the attendee's email has an active contact link on that company and that the key has `contacts:read`.      |