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Salesflare

Plecto DocsFeaturesIntegrationsIntegration guides

Step 1: Get your Salesflare credentials

To connect Salesflare with Plecto, you need to provide an API token. You can find or create an API token in your Salesflare account.

  1. Open Salesflare, then go to Settings > API keys.

  2. From there, you can either create a new key or copy an existing one. Read more about API keys in Salesflare documentation.

  3. Move to Step 2.

Step 2: Integrate Salesflare with Plecto

  1. Go to Data management > Data sources > + New data source > Salesflare.

  2. (Optional) Rename your credentials.

  3. Enter the API token you generated in Salesflare and 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

Currently, you can import the following data from Salesflare to Plecto:

  • Accounts

  • Opportunities

  • Tasks