Customers 1st

A guide on how to integrate your Customers 1st (previously Servicepos) account with Plecto.

Last updated: Feb. 23, 2023

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Customers 1st currently allows you to import the following data types:

  • Customers
  • POS Payments
  • Products
  • Tickets
Integration technical details

Visit our Customers 1st integration page to see the technical details, such as the update frequency, custom field support, and more.

To connect Customers 1st to Plecto, you first need to find an API token in your Customers 1st account, then create a Customers 1st data source in Plecto.

  1. To find the API token, open Customers 1st on your computer, then go to Settings > API > API users. From there, you should be able to copy an existing API token or create a new one.
  2. Open Plecto and go to Data management > Data sources > + New data source > Customers 1st.
  3. Insert your API token.
  4. (Optional) Rename your credentials if you don't want to use the auto-generated ones.
  5. Click Next.
  6. Select the data types you want to import into Plecto.
  7. (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.
  8. Click Next to finish and import your data.
Need help building formulas?

Read our help articles Introduction to the Formula Editor and How to Build a Formula.

Was this article helpful?

Please leave a comment to help us improve.