A guide on how to integrate your Keap data with Plecto.

Last updated: Feb. 7, 2023

Import your sales and marketing data from Keap to Plecto and track your KPIs in real time. Plecto currently supports the following data types:

  • Contacts
  • Emails
  • Opportunities
  • Order Items
  • Orders
  • Subscriptions
  • Users
Technical details

Visit our Keap integration page to see the technical details, such as the update frequency, custom field support, and more.

  1. Go to Data management > Data sources > + New data source > Keap.
  2. Click Next and log in to your Keap account.
  3. Click Allow to give Plecto access to read your data.
  4. Select the data types you want to import to Plecto.
  5. (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.
  6. Click Next to finish and import your data.

To help you get started, Plecto imports 30 days of data. To import more, open the data source settings and click Import more data.

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