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
In Plecto, go to Data sources > New data source > Upsales.
(Optional) Rename your credentials.
Enter the API token you obtained from your Upsales account and click Next.
Select the data you want to import.
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 Upsales currently allows you to import the following data:
Activities
Update frequency: 2m
Default date field: regDate
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Appointments
Update frequency: 2m
Default date field: date
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Opportunities
Update frequency: 2m
Default date field: regDate
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No
Order Rows
We support automatic deletion for up to 30 days since registration creation or update. Tat means if data in Opportunity or Rows isn't updated for more than 30 days, Plecto will not remove it from the data source.
Update frequency: 2m
Default date field: _opportunity_regDate
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? Yes
Supports relations? No