Step 1: Get your Customers 1st credentials
To integrate Customers 1st (previously Servicepos), you need to find an API token in your Customers 1st account, then create a Customers 1st data source in Plecto.
To find the API token, open Customers 1st, then go to Settings > API > API users. There, you should be able to copy an API token or create a new one.
Step 2: Integrate Customers 1st with Plecto
In Plecto, go to Data management > Data sources > + New data source > Customers 1st.
(Optional) Rename your credentials.
Insert your API token.
Click Next.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
Click Next to choose how much data to import and how long you want to keep it in the data source.
Click Import to finish.
Available data
Our integration with Customers 1st currently allows you to import the following data:
Customers
POS Payments
Products
Tickets