Step 1: Generate an API token in Vitally
Open Vitally in a new browser tab.
Go to Settings > Integrations and click Vitally Rest API.
Copy the entire Basic Auth Header. It can look something like this:
Basic c2tfbGl2ZV9jYTjxYjU4NjhhNTg...Copy everything, including "Basic." You will have to use this API token when creating a Vitally data source in Plecto.Move to Step 2.
Step 2: Create Vitally data sources in Plecto
Go to Data management > Data sources > + New data source > Vitally.
(Optional) Rename your credentials in the Title field.
Insert the API token you obtained from Vitally.
Click Next.
Choose the data types you want to import to Plecto.
(Optional) Click 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 Vitally:
Accounts
NPS responses
Tasks