Step 1: Get your ProfitWell credentials
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.
Open ProfitWell, then go to Account Settings > Integrations > ProfitWell API.
Copy the API token and move on to Step 2.
Step 2: Integrate ProfitWell with Plecto
In Plecto, go to Data management > Data sources > + New data source > ProfitWell.
(Optional) Rename your credentials.
Insert the API token you copied from ProfitWell, then click Next.
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 ProfitWell currently allows you to import the following data:
Customers