Overview
This guide describes the steps to integrate Upsales on the App Catalog page in Josys.
Integration Specifications
| Target Plans | Default |
|---|---|
| Admin Type for Integration | Admin |
| Integration Method | API Key/Token |
| Integration Key | |
| Supported Features | Account Visualization |
| Account Visualization | Active Deleted Inactive |
| Statuses excluded from Unmanaged IDs | Deleted |
| Provisioning Settings | |
| Deprovisioning Settings | |
| Subscription Information | How to check subscription information |
| Other Retrieved Items | Update Date |
| Fields that can be visualized | |
| License Management Retrieved Items | |
| Common Items | Role Status User |
| Retrievable Permissions | ・Admin ・Team Leader ・Billing Admin |
| Privilege Edit |
Generating an API Token
- Log in to Upsales with an
Adminaccount, and clickSettings>Security > API-keys. - Click
NewAPI Keyto generate and copy the token.
Integrating with Josys
- From the left sidebar of Josys, click Integrations > App Catalog.
- Search for Upsales and click it.
- The settings page will be displayed on the right.
- Enter the API key and click Next to complete the integration.