Upsales addon will synchronize your contacts and customers according to the fields you are using in Upsales. The fields you do not use will not be synced.
Upsales uses REST API, which means you can create, download or update everything in your Upsales account via an integrated or custom application with an API key that you generate in Upsales.
The API key has unlimited access to change your Upsales account. Therefore, it is important to restrict who has access to the API key and what actions they can perform with it.
You must have administrator access to generate an API key.
- Select the Settings icon in the upper right corner of your Upsales screen.
From the left menu, select Security in the Account section. Select API-keys.
The API key screen displays all API keys that you have previously created.
- Select New API-key.
On the Create API-key screen, enter a name to help you identify this API key.
Select Generate key.
The unique API key is displayed. Note that this is the only time this key is displayed. You can not download it again later from this page.
- Select Click to Copy to copy the API key to the computer clipboard.
- Paste the API key in another location for storage. Be sure to save it in a safe place, as it can be used to change your account.
- Select Close to close the Create API Key screen.
The API key (Token) that you create through these steps is placed under App Configuration in the Admin view.