A guide on how to integrate webCRM with Plecto to display your business metrics on real-time dashboards.

Last updated: July 28, 2022

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 webCRM currently allows you to import the following data types:

  • Activities
  • Deliveries
  • Events
  • Meetings
  • Opportunities
  • Opportunities Deliveries
  • Organizations
  • Persons
  • Products
  • Quotation Lines
  • Support Cases
Technical details

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

To integrate webCRM with Plecto, you need to create an application token in your webCRM account. To create the token, open webCRM and go to Configuration > Integration > APIREST. For more info, read webCRM's article on REST API.

  1. Go to Data management > Data sources > + New data source > webCRM.
  2. Insert your application token.
  3. Click Next.
  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 continue and import your data.

To help you get started, Plecto imports a month's worth of data automatically. If you want to import more data, open your data source settings and click Import more data. For more help, follow this guide: Manual Refresh and Import of Data.

Looking for KPI inspiration?

Read our blog, visit our KPI library, or go to Plecto Store and see if there's something you like!

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