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
In Plecto, go to Data management > Data sources > + New data source > webCRM.
(Optional) Rename your credentials.
Insert your application token 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 webCRM currently allows you to import the following data:
Activities
Deliveries
Events
Meetings
Opportunities
Opportunities Deliveries
Organizations
Persons
Products
Quotation Lines
Support Cases