An overview of Adversus' data types, useful facts and Good-to-Know's.
When using our Adversus integration it is possible to display the following:
- Sales Lines
Adding new credentials
You need a username and password from Adversus when creating new credentials for Adversus in Plecto. These should not be the same as the ones used for logging in to Adversus, but should instead be the login information of an API user in Adversus.
Please see this support article that describes how to create an API user in Adversus.
Good to know about leads in Adversus:
If you create a custom field in Leads, e.g. 'Amount', you will need to make sure that this field is the correct type. This guide will show you how to change the type from a 'Text' to a 'Number'. This is important in order for Plecto to be able to create formulas and create a sum of that number field - The reason for this is, that it is not possible to create a sum of a text field.