Note: You need admin privileges in both SalesScreen and UpSales to carry out this approach. The following entities are supported for synchronization to SalesScreen: Opportunities, Opportunity lines, Orders, Order lines, Activities, Agreements, Appointments, Clients/Accounts and Contacts.
There are two prerequisites for integrating SalesScreen with UpSales. The first one is that you need to have a SalesScreen subscription, and the second is that you need to have a UpSales subscription.
How Does it Work?
The integration is read-only, which means SalesScreen will only read/retrieve your UpSales data via the UpSales REST API, in order to visualize and celebrate it in SalesScreen. SalesScreen typically reads new or updated data from UpSales every 5 minutes.
First, you need to generate an API key in UpSales that SalesScreen can use to access data in your UpSales organization via the UpSales REST API.
Sign in to UpSales as an administrator and navigate to Settings > Security > API-keys.
Click on New API-key and give the key a fitting name. Finally, click Generate key.
Be sure to copy the API key as you will need in when initializing the integration from SalesScreen.
To initialize the integration between the two systems, simply sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.
Once there, go to Integrations and click on Integrate for UpSales.
You'll be presented with a short description on how to initiate the integration. Input the API key you generated in UpSales.
Finally, click on Authorize Integration and SalesScreen will validate the API key by executing a mock request to the UpSales API.
After Successful Authorization
Import UpSales Users [Optional]
If the authorization process is successful, you'll be presented with a list of your current UpSales users. You can choose to import UpSales users to SalesScreen, or map existing SalesScreen users to their UpSales accounts. You can skip this step by clicking Continue to workflows.
Importing users will create SalesScreen accounts for them, and they will be mapped (connected) to their corresponding UpSales accounts. Simply check the user(s) in the list and click Add Users.
Mapping existing users lets you connect an UpSales user to an existing SalesScreen user due to their email or name being identical. Click on Map Existing and confirm the process.
The bottom line is, SalesScreen users must be mapped to their corresponding UpSales user accounts in order to be credited with their UpSales activities. They must also be part of a SalesScreen team (users are automatically placed on a default team when imported).
NOTE: You can manage UpSales user import at any time from here:
Manage > Settings > Integrations > Manage UpSales > Settings > Import Users
If you choose to import users, or skip the process by clicking Continue to workflows, you'll be taken to the workflows dashboard. This dashboard presents an overview of your current active and inactive workflows, and serves as the main integration dashboard.
The UpSales workflow dashboard, showing two active workflows.
A workflow dictates what type of records should be retrieved from UpSales and visualized in SalesScreen. SalesScreen will retrieve the new or updated records from UpSales on set intervals — usually, every 5 minutes.
Sync UpSales won Opportunities and store them under the Deal activity type in SalesScreen, with the activity name "Won Opportunity". Credit the record to the Opportunity owner and store it on the Opportunity close date.
NOTE: Workflows can be created, modified, paused/resumed and terminated at will from the workflow dashboard. SalesScreen tech support is more than happy to help you configure your workflows based on the UpSales data you want to sync to SalesScreen.
The dashboard can be found by navigating to Manage > Settings > Integrations > Manage UpSales
or by going to this link:
Terminate the Integration
If you at any point wish to terminate the UpSales integration, you can navigate here:
Manage > Settings > Integrations > Manage UpSales > Settings > Terminate Integration
Terminating the integration will delete all workflows and SalesScreen will no longer be authorized to access your UpSales data.