webCRM

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

Last updated: July 28, 2022

Data types
Step 1: Create an application token in webCRM
Step 2: Integrate webCRM with Plecto

Data types

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.

Step 1: Create an application token in webCRM

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 > API > REST. For more info, read webCRM's article on REST API.

Step 2: Integrate webCRM with Plecto

Go to Data management > Data sources > + New data source > webCRM.
Insert your application token.
Click Next.
Select the data types you want to import to Plecto.
(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.
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.