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Table of contents

Step 1: Get your Adversus credentials

To integrate Adversus with Plecto, you need to provide an Adversus username and password. You need to create an API user in Adversus to get the necessary credentials to add in Plecto.

Step 2: Integrate Adversus with Plecto

  1. In Plecto, go to Data management > Data sources > + New data source > Adversus.

  2. (Optional) Rename your credentials.

  3. Enter your Adversus API user's username and password and click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Currently, you can import the following data from your Adversus account to Plecto:

  • Appointments

  • Calls

  • Leads – If you create custom fields in Leads, you need to make sure the field type in Adversus is Number. In some cases, custom fields are formatted as Text, which blocks Plecto from performing calculations such as summing field values. Here's an Adversus guide on how to change the field types.

  • Sales

  • Sales Lines

  • Sessions