Step 1: Generate an API token in Rackbeat
To connect your Rackbeat data to Plecto, you need to generate an API token in your Rackbeat profile. Go to the settings and find the API menu to create a new API token.
Read more about Rackbeat's personal API tokens in their developer docs.
Step 2: Create Rackbeat data sources in Plecto
Go to Data management > Data sources > + New data source > Rackbeat.
(Optional) Rename your credentials in the Title field.
Insert the API token you created in Rackbeat.
Choose the data types you want to import to Plecto.
(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.
Click Next to finish and import your data.
Available data types
Plecto creates one data source for each data type you import. All data sources are listed under Data management > Data sources. These are the currently available data types you can import from Rackbeat:
Purchase Order Lines