You can connect UpSales to SalesScreen so sales activities from UpSales are shown and celebrated in SalesScreen (on TV‑screens, dashboards and feed).
The integration is read‑only: SalesScreen only reads data from UpSales. It never changes anything in UpSales.
Supported entities include: Opportunities, Opportunity lines, Orders, Order lines, Activities, Agreements, Appointments, Clients/Accounts and Contacts.
Prerequisites
You need:
An active SalesScreen subscription
An active UpSales subscription
Admin access in both SalesScreen and UpSales
Step 1 – Create an API key in UpSales
SalesScreen uses an API key to read data from your UpSales account.
Sign in to UpSales as an administrator.
Open the user menu and click Settings.
In the left menu, go to Account > Security > API-keys.
Click New API-key.
Give the key a clear name, for example “SalesScreen API-key”.
Click Generate key.
Copy the generated API key and keep it somewhere safe.
You will paste this into SalesScreen in the next steps.
Step 2 – Start the integration in SalesScreen
Sign in to SalesScreen with an admin user.
At the bottom left, click Manage, then click Settings.
In Settings, go to Integrations.
Find UpSales in the list and click Integrate.
Step 3 – Authorize SalesScreen with your UpSales API key
On the Authorize UpSales integration page, paste the API key you created in UpSales into the API key field.
Click Authorize Integration.
SalesScreen will test the key by calling the UpSales API.
If everything is correct, the integration is authorized.
Step 4 – (Optional) Import or map UpSales users
After a successful authorization, you will see a list of your current UpSales users.
You can:
Import new users into SalesScreen
Map existing SalesScreen users to UpSales users
Or skip and click Continue to workflows
Import UpSales users
Check the box next to each UpSales user you want to bring into SalesScreen.
Click Add Users.
SalesScreen will:
Create user accounts for them, and
Automatically map them to their UpSales accounts.
Map existing users
Click Map Existing next to a user to connect them to an existing SalesScreen user with the same name or email.
Important
For UpSales activities to be credited correctly:
Each SalesScreen user must be mapped to their matching UpSales user, and
They must belong to a SalesScreen team.
(Imported users are automatically added to a default team.)
You can manage user import and mapping at any time:
Manage > Settings > Integrations > Manage UpSales > Settings > Import Users
Step 5 – Work with workflows
If you import users or click Continue to workflows, you will be taken to the UpSales workflows dashboard.
This is the main place where you control what data is synced from UpSales into SalesScreen.
What is a workflow?
A workflow tells SalesScreen:
Which UpSales entity to read (for example, opportunities or appointments)
Which SalesScreen Activity Type to use (for example, Deals or Meetings)
How often to sync (usually every 5 minutes)
Example workflow
Sync won Opportunities from UpSales
Store them under the Deals activity type in SalesScreen
Use activity name “Won Opportunity”
Credit the deal to the Opportunity owner
Use the Opportunity close date as the report date in SalesScreen
What you can do on the workflow dashboard
From this page you can:
Create new workflows
Edit existing workflows
Pause or resume workflows
Delete workflows
SalesScreen Support can help you configure workflows to match the UpSales data you want to sync.
You can open this dashboard again by going to:
Manage > Settings > Integrations > Manage UpSales
(or Visit the Link ).
Step 6 – Terminate the integration (if needed)
If you ever want to completely stop the UpSales integration:
Go to Link or
Manage > Settings > Integrations > Manage UpSales > Settings > Terminate Integration
Confirm that you want to terminate.
What happens when you terminate
All UpSales workflows are deleted.
SalesScreen is no longer authorized to access your UpSales data.
No new UpSales events will appear in SalesScreen.