Upsales

Set up data source 

To set up the Upsales integration with Board, follow these steps:

1. Go to Settings > Integrations
2. Click on Add Integration and select Upsales
3. Optionally, name the data source if you have multiple data sources of the same type
4. Fill in the field with your API key 
   

Learn more about Upsales API here.

5. Then click Check Credentials to verify whether the details entered are correct.
6. Finish by clicking Save.

We retrieve data from these data sets:

• Meetings
• Activities
• Orders (Orders, opportunities and orderlines)
• NPS
• Calls