Step 1: Create an application token in webCRM
To integrate webCRM with Plecto, you need to create an application token in your webCRM account. To create the token, open webCRM and go to Configuration > Integration > API > REST.
Step 2: Integrate webCRM with Plecto
Go to Data management > Data sources > + New data source > webCRM.
Insert your application token.
Select 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
For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with webCRM currently allows you to import the following data types: