Access Upsales in Excel

Data results output in Excel


Activities

List of activites created in the portal.

Appointments

List of appointments created in the portal.

Campaigns

List of campaigns created in the portal.

Clients

List of clients created in the portal.

Contacts

List of contacts created in the portal.

Orders

List of orders created in the portal.

Products

List of products created in the portal.

Users

List of users created in the portal.


Access

Add from Manager

The Upsales Connector is available in the Connectors Manager in the top ribbon:
Manager position in main ribbon

Head over to the CRM Category and install Upsales:
Connector category in Manager window

Get API keys

You can read more about obtaining an API key here


Contribute

This connector suite is open-sourced on GitHub.


See

Official Documentation


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