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Vitally

Plecto DocsFeaturesIntegrationsIntegration guides

Step 1: Generate an API token in Vitally

  1. Open Vitally in a new browser tab.

  2. Go to Settings > Integrations and click Vitally Rest API.

  3. Copy the entire Basic Auth Header. It can look something like this:
    Basic c2tfbGl2ZV9jYTjxYjU4NjhhNTg... Copy everything, including "Basic." You will have to use this API token when creating a Vitally data source in Plecto.

  4. Move to Step 2.

Step 2: Create Vitally data sources in Plecto

  1. In Plecto, go to Data management > Data sources > + New data source > Vitally.

  2. (Optional) Rename your credentials.

  3. Insert the API token you obtained from Vitally 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

Our integration with Vitally currently allows you to import the following data:

  • Accounts

  • NPS responses

  • Tasks