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Step 2: Integrate ProfitWell with Plecto

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

  2. (Optional) Rename your credentials.

  3. Insert the API token you copied from ProfitWell, then click Next.

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

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

  6. Click Import to finish.

Available data

Our integration with ProfitWell currently allows you to import the following data:

  • Customers