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Step 1: Get your Salesflare credentials

To connect Salesflare with Plecto, you need to provide an API token. You can find or create an API token in your Salesflare account.

  1. Open Salesflare, then go to Settings > API keys.

  2. From there, you can either create a new key or copy an existing one. Read more about API keys in Salesflare documentation.

  3. Move to Step 2.

Step 2: Integrate Salesflare with Plecto

  1. Go to Data management > Data sources > + New data source > Salesflare.

  2. Enter the API token you generated in Salesflare.

  3. Click Next.

  4. Select the data types you wish to import to Plecto.

  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 add, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Here are the data types you can import from Salesflare to Plecto:

  • Accounts

  • Opportunities

  • Tasks