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Integrate ProfitWell with Plecto

To integrate ProfitWell , you need to find an API token in your ProfitWell account, then create a data source in Plecto. Follow this link to learn more about ProfitWell API.

  1. Open ProfitWell, then go to Account Settings > Integrations > ProfitWell API.

  2. Copy the API token.

  3. Open Plecto, then go to Data management > Data sources > + New data sourceProfitWell.

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

  5. (Optional) Expand 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.

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

  • Customers