Getting started with Upsales

This article explains how you integrate and get started with the Upsales - Oneflow integration.

REQUIREMENTS

The setup has to be done by an administrator in both systems.
Log in to both Oneflow and Upsales using the same email address
You need your Upsales Customer ID and the Oneflow API token to complete the setup.

In Oneflow

Log in to Oneflow as an administrator and navigate to Marketplace.
Scroll down to Upsales, click on it, and tap on Enable.
When the integration is enabled, the Oneflow system generates an API token. The token is only shown once, so copy it and save it in a safe place. If you lose it, disable the integration and enable it again to generate a new token.
Log in to Upsales, go to Settings and copy your Customer ID number.
Back on the Upsales page in the Oneflow Marketplace, paste the number into the Customer ID field.

Log in to your Upsales account and click your profile icon > App directory.
Scroll to Oneflow on the Apps page and click it.
In the Oneflow app window, click Activate and read through the terms message that appears.
When you have accepted the terms, you are redirected to the Oneflow Settings page. Paste the Oneflow API key generated earlier.
Click Save.

The Oneflow integration is now active! Learn how to create a contract here.