Step 1: Get an API key and subdomain from SalesBinder
You need to get credentials from SalesBinder before you can connect your account to Plecto. The credentials include an API key and subdomain.
Open SalesBinder, then click in the top-right corner to open your profile.
Click Generate New API Key.
Copy the API key. You will have to use it when creating a data source in Plecto. Find more information about SalesBinder API in SalesBinder's knowledge base.
Find your subdomain. You'll see the subdomain in the URL when you open your SalesBinder account. The subdomain in the following example is highlighted in green: company.salesbinder.com/
Move on to Step 2.
Step 2: Integrate SalesBinder with Plecto
In Plecto, go to Data management > Data sources > + New data source > SalesBinder.
(Optional) Rename your credentials.
Enter your SalesBinder subdomain and insert the API key.
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
Currently, you can import the following data from your SalesBinder account to Plecto:
Customers
Estimate items
Estimates
Inventory items
Invoices
Purchase orders