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Table of contents

Step 1: Get an API token from Fenerum

  1. Log in to your Fenerum account.

  2. Go to Settings (⚙️) > Integrations.

  3. Click Create to create a new API token or Show if you already have a working token.

  4. Copy the API token and continue to Step 2.

Step 2: Connect Fenerum to Plecto

  1. Open Plecto.

  2. Go to Data management > Data sources+ New data source > Fenerum.

  3. Insert the API token you generated in Fenerum.

  4. Click Next.

  5. Select what data types to import.

  6. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  7. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. You can currently import the following data types from Fenerum:

  • Accounts

  • Activities

  • Draft invoice lines

  • ERP lines

  • Invoice lines

  • Invoices

  • MRR per month

  • Plans

  • Subscriptions