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Zone Soft

Step 1: Get your Zone Soft credentials

To integrate your Zone Soft data with Plecto, you need to provide a Client ID, APP-KEY, and APP-SECRET.

To get your credentials from Zone Soft:

  1. In Zone Soft, go to Integrations > New Integration.

  2. Add a name (for example, Plecto), select the Zone Soft API you want to integrate, and add a description or purpose of the integration (optional). Click Save.

  3. You will have to wait for Zone Soft to validate the integration request.

  4. Once the integration is approved, you will see the APP-KEY and APP-SECRET once you click on the integration name in the left-side menu.

  5. To get the Client ID, click New Client and fill out the necessary details.

  6. You will receive an email with the integration details. Open the email and click Authorize this integration.

  7. Now you can go back to Zone Soft and see your Client ID, APP-KEY, and APP-SECRET.

  8. Copy your credentials and move to Step 2 to integrate your account with Plecto.

Zone Soft – Integration and Management Platform.pdf
1.3 MB

Step 2: Integrate your Zone Soft account with Plecto

  1. In Plecto, go to Data sources > New data source > Zone Soft.

  2. (Optional) Rename your credentials.

  3. Insert your Client ID, APP-KEY, and APP-SECRET. 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 Zone Soft currently allows you to import the following data:

  • Documents

  • Families

  • Products

  • Sales

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