Cinode

With the Upsales / Cinode integration, your Upsales Opportunities and Orders will be able to flow seamlessly into Cinode. Optionally you are able to map your Upsales order custom fields to Cinode Role and booking information.

In Upsales, <a href="https://support.upsales.com/hc/en-us/articles/360010164973-How-to-generate-an-API-Key" target="_blank" rel="nofollow noopener noreferrer">generate an API key</a> (free entry level tier for API can be activated in Upsales, you need to have permission for the Subscription portal in Upsales to add the API Product).

Create the custom fields you want to associate with an Order Row in Upsales that should be to synced over to Cinode. 

1. Settings &gt; Fields &gt; Order row (example below):
    
   
    
2. If suitable you can also select which product categories you want to be synced over as Roles in Cinode:
    


Issue an API key before continuing the configuration in Cinode:

1. Note the webhook URL next to "Trigger Details" in Prismatic on first page of the configuration wizard - you will need it further down.
2. Select Cinode Pipeline and Stage 
3. Select Stages in Upsales to trigger Creation of Open and Won Project respectively in Cinode
4. Set up the desired field mapping for syncing over Role data and select which product categories you want to sync over as Roles to Cinode. With the Consultant field You may also point out the custom field holding the email address of the consultant to be booked onto the Role in Cinode. The Cinode &lt;&gt; Role field mapper section allows you to map the other customer fields you have set up to be synced over to a Role booking in Cinode (eg start date, extent...)

Once you are through with the integration configuration wizard you need to setup an integration to sync over the needed data from Upsales:

1. In Upsales go to App directory and Create Integration
2. Add:
 1. Name, an email and Description field
 2. Add a Region (Sweden)
 3. Add the endpoint url from page one of the integration configuration wizard as noted in step 3a.
 4. Under Triggers select 
 1. Order or Opportunity was Created
 2. Order or Opportunity was updated
 
 5. Now go back to the App directory page in Upsales. Select the integration created above. Under App Status select Active and Visible.
 6. Under the App Gallery you should now be able to see your registered integration and be able to install it: Click the App card of your integration created in step 4b and select Active.

1. In Upsales, <a href="https://support.upsales.com/hc/en-us/articles/360010164973-How-to-generate-an-API-Key" target="_blank" rel="nofollow noopener noreferrer">generate an API key</a> (free entry level tier for API can be activated in Upsales, you need to have permission for the Subscription portal in Upsales to add the API Product).
2. Create the custom fields you want to associate with an Order Row in Upsales that should be to synced over to Cinode. 
 1. Settings &gt; Fields &gt; Order row (example below):
 
 
 
 2. If suitable you can also select which product categories you want to be synced over as Roles in Cinode:
 
 
 
3. Issue an API key before continuing the configuration in Cinode:
 1. Note the webhook URL next to "Trigger Details" in Prismatic on first page of the configuration wizard - you will need it further down.
 2. Select Cinode Pipeline and Stage 
 3. Select Stages in Upsales to trigger Creation of Open and Won Project respectively in Cinode
 4. Set up the desired field mapping for syncing over Role data and select which product categories you want to sync over as Roles to Cinode. With the Consultant field You may also point out the custom field holding the email address of the consultant to be booked onto the Role in Cinode. The Cinode &lt;&gt; Role field mapper section allows you to map the other customer fields you have set up to be synced over to a Role booking in Cinode (eg start date, extent...)
 
 
 
4. Once you are through with the integration configuration wizard you need to setup an integration to sync over the needed data from Upsales:
 1. In Upsales go to App directory and Create Integration
 2. Add:
 1. Name, an email and Description field
 2. Add a Region (Sweden)
 3. Add the endpoint url from page one of the integration configuration wizard as noted in step 3a.
 4. Under Triggers select 
 1. Order or Opportunity was Created
 2. Order or Opportunity was updated
 
 5. Now go back to the App directory page in Upsales. Select the integration created above. Under App Status select Active and Visible.
 6. Under the App Gallery you should now be able to see your registered integration and be able to install it: Click the App card of your integration created in step 4b and select Active.