Upsales

Before you begin, create a workspace and complete the onboarding.

Connect Upsales

In Upsales, go to Settings > Account > Security > API keys and generate an API key.
In Enhanza, go to Data Sources > Connect Data Source and click Connect under Upsales.
Fill in the field:
- Upsales API Key: the key from Upsales
Click Connect Upsales.
Complete the remaining wizard steps: Currency and Company Details.

Upsales appears under Data Sources.

Category	Data
Sales	Orders and opportunities, order stages, subscriptions and agreements, products, campaigns
CRM	Companies, contacts, leads, activities, appointments, phone calls
Marketing	Emails, forms, website visits
Reference data	Users