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Step 1: Find an API token in Upsales

To integrate your Upsales account with Plecto, you need to provide an API token. You can find the token or create a new one by going to Upsales, then Settings > Account > Security > API keys.

Step 2: Integrate Upsales with Plecto

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

  2. (Optional) Rename your credentials.

  3. Enter the API token you obtained from your Upsales account and click Next.

  4. Select the data you want to import.

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

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

  7. Click Import to finish.

Available data

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

  • Activities

  • Appointments

  • Opportunities

  • Order Rows – We support automatic deletion for up to 30 days since registration creation or update. That means if data in Opportunity or Rows isn't updated for more than 30 days, Plecto won't remove it from the data source.