This guide explains how to activate the integration.

Note:
Before getting started, ensure you are signed in to your Upsales and Oneflow accounts with the same email.

Activate Upsales in Oneflow

The first step is activating the Upsales integration in Oneflow and generating an API token.

1. Log on to Oneflow as an administrator, go to Marketplace, click on Upsales and then on Enable.
   
2. When the Upsales integration is enabled, the Oneflow system generates an API token. You will need this to connect your Oneflow and Upsales accounts. Copy the token and securely save it for future use.
   

   Note:
   This API token is shown only once. If your token is missing, disable the integration and enable it again to get a new API Token.

3. Log in to Upsales > Settings and copy your Customer ID number.
   
4. Go back to the Upsales integration in Oneflow and insert the number in the Customer ID field.
   

The integration is now active in Oneflow! Now it's time to set up Upsales.

Activate Oneflow in Upsales

To set up the Oneflow integration in Upsales:

1. Log in to your Upsales account, and click your profile icon > App directory.
   
2. On the Apps page, scroll to Oneflow and click it.
   
3. In the Oneflow app window, click Activate and read through the terms message that appears.
   
   
4. When you've accepted the terms, you'll be redirected to the Oneflow Settings page. Insert the API key generated in Oneflow earlier.
5. Click Save.

The setup is done! Now, proceed to create a contract template in Oneflow.

Create a contract template in Oneflow

Now that all the setup is done, you need to create a contract template in Oneflow that you would like to use in Upsales. 

1. In the Oneflow application, select your Workspace and go to Templates. Click Create a template.
   
   
2. Specify the template name, add necessary fields to the template body, and save it. Then, in the template's settings, click on the 'Data fields' icon, go to the Template group drop-down menu and select Upsales Contract/Offer Template.
   
   

   Note:
   You must specify this template group separately for every contract template you'll use for creating contracts in Upsales. 

3. If you wish to attach files or PDFs to contracts, add an Attachments section and a PDF document section to your template (Optional).
4. Click on the Publish button to activate the template.
   

Add data fields to a contract template

Once you have your template group set, you can create data fields for the information that should be automatically pushed over from Upsales to your Oneflow contract.

To add a data field to your contract template:

1. In Oneflow, open a contract template, click the Edit icon in a form field, and click the drop-down arrow in the Data field.
   

2. Pick a data field and click on Save. Fields containing linked data from data fields show the link sign. When you create a contract using this template, this field will be pre-populated with the corresponding data field value.
   

   Click here to learn more about data fields and how to use them! 

Done! Time to create contracts.

Manage product data fields

When transferring charges (prices) from Upsales to product tables in Oneflow contracts, you can choose the column to which the charges are transferred to.

1. Click on your profile icon (on the top right), then select App directory.
   

2. In the Search apps field, enter "Oneflow" and select it from the search results.
   

3. On the Settings tab, scroll to the Price column settings section.
   

4. Customize the Contract column for recurring charges and one-off charges to match your preferences and click Save.

Contract column for recurring charges

• Don't sync: Recurring charges will not be transferred to the Oneflow product table.
• Price 1: Recurring charges will be transferred to the ‘Price 1’ column of the Oneflow product table.
• Price 2: Recurring charges will be transferred to the ‘Price 2’ column of the Oneflow product table.

Contract column for one-off charges

• Don't sync: One-off charges will not be transferred to the Oneflow product table.
• Price 1: One-off charges will be transferred to the ‘Price 1’ column of the Oneflow product table.
• Price 2: One-off charges will be transferred to the ‘Price 2’ column of the Oneflow product table.

Transferring decimal values to Oneflow contracts

When creating a Oneflow contract via Upsales, you can transfer charges (prices) and quantities containing decimal values, provided the Oneflow template’s decimal places settings are pre-configured.

1. In Oneflow, open a template already assigned to the 'Upsales Contract/Offer' template group.
2. Enter an appropriate name for the template and save it (as you will need this later). Ensure the template contains at least one product table. Add a product table to the template if it does not contain one.

3. Click on the ‘Price 1’ column. Under ‘Decimal places’, select the number of decimal places the template should support for price value.
   

4. Click on the ‘Quantity’ column. Under ‘Decimal places’, select the number of decimal places the template should support for quantity value.
   

5. Click on the Save button and Publish the template to activate it. This template will now be displayed in the list of Templates in Upsales (when you are trying to create an E-sign).

6. When creating an E-sign in Upsales, in the ‘Choose template’ field select the template name you configured with decimal places. When your E-sign (contract) is created, the prices and quantities will be transferred to the product table reflecting your preferences.
   
   (i.e. if the charge in Upsales is 11.99 USD and the quantity is 4.50. Assuming you configured the template to support two decimal places for the Price 1 and Quantity columns, 11.99 will be transferred to the 11.99 ‘Price 1’ column, and 4.50 will be transferred to the ‘Quantity’ column.