Contact your CSM or email support@cinode.com for more information regarding the integration.
Manager, API and admin permission level is required in Cinode to set up this integration.
Why the Upsales integration?
With the Upsales and Cinode integration, your Upsales Opportunities and Orders sync seamlessly with Cinode. You can also map custom fields from Upsales orders to Cinode’s roles and booking details, fully automating your staffing processes. This way, all project and staffing management happens in Upsales, while Cinode provides a comprehensive overview of the results.
What Upsales <> Cinode integration does
1. Opportunity and Project Alignment:
- Transfer opportunities and orders from Upsales to Cinode, linking sales activities with resource planning and project management.
- Track the progress of opportunities and projects in both systems, ensuring alignment and improved forecasting.
2. Customise your Integration:
- Map specific fields from Upsales to Cinode to ensure relevant data is captured and utilised.
- Tailor the integration to meet your specific business needs and data structures.
3. Reporting and Analytics:
- Leverage integrated data for enhanced reporting and analytics capabilities.
- Gain insights into sales performance, resource utilisation, and project outcomes.
4. Match and Book Consultants:
- Optionally, roles imported from Upsales Orders are created for the Project in Cinode.
- Automate the assignment of consultants to updated projects in Cinode, ensuring seamless alignment with relevant fields from Upsales.
- Create preliminary bookings for consultants when a match is identified, and confirm these bookings as the opportunity transitions into an order.
Fields Mapped
Client: The following fields from Upsales are used to create a customer in Cinode, unless a matching customer already exists. If a match is found, Cinode will update the existing customer data with the latest details from Upsales.
Upsales | Cinode |
name | name |
id | identification |
Opportunity: The following fields from Upsales are used to create a project in Cinode. If a matching project is already present, Cinode will update the existing project with new details from Upsales.
Upsales | Cinode |
description | title |
id | identifier |
Order Row: You can map any custom or standard Upsales order row to the following fields in Cinode to create a Role.
Upsales | Cinode |
<customizeable> | startDate |
<customizeable> | endDate |
<customizeable> | extent |
<customizeable> |
Use Cases
Sales and Resource Planning: Align your sales pipeline with resource availability to improve project planning and execution.
Client Management: Maintain a single source of truth for client information, ensuring accurate and up-to-date records.
Performance Tracking: Monitor the performance of sales activities and projects to identify areas for improvement and optimise processes.
How to get started with Upsales <> Cinode integration
Prerequisites:
You need to be an Administrator in Upsales and activate the API entry-level tier.
You need to be an Administrator in Cinode with API access. Set the role to Administrator and API access.
Create a user in Cinode for the integration, which will serve as the owner of the integration.
Map out your order rows and products in Upsales.
Settings in Upsales
In Upsales, generate an API key (the 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).
Generate an API key for your Upsales–Cinode integration. Be sure to save the Secret Key securely, as it will be required later in the integration process.
Create the custom fields you want to associate with an Order Row in Upsales that should be synced over to Cinode.
Settings > Fields > Order row (example below):
If suitable, you can also select which product categories you want to be synced over as Roles in Cinode:
Settings in Cinode
In Cinode, create an API token for the integration. Add at least Manager permission to this API.
Use the Upsales user for the integration.
In Cinode, navigate to your tokens. In the sidebar go to Administration > Integrations, then go to Tokens.
Create a token in Cinode and select your previously created Upsales user as the mimic user:
Save your Secret to be used later.
Integration Platform
Log in to your account at https://flows.cinode.com. Contact Cinode to get an account to the integration platform - support@cinode.com
Go to Marketplace and select Upsales integration.
Start to work in the configuration wizard.
Copy and save the webhook URL next to "Trigger Details" on the first page of the configuration wizard—you will need it later when activating the Cinode integration in Upsales.
Add your Upsales secret key and Cinode secret key in the wizard on the Connections page.
Select Cinode Pipeline and Stage.
Select Upsales Stages to trigger the creation of Open, Won and Lost projects in Cinode.
Configure the desired field mapping to sync Role data and select the product categories you want to sync as Roles in Cinode. For the Consultant field, you can specify the custom field that contains the consultant's email address, enabling them to be booked for the role in Cinode. The Cinode Role <> Upsales field mapping section allows you to map additional customer fields to a Role booking in Cinode (e.g., start date, extent, etc.).
Activate the Cinode integration in Upsales
Once you are through with the integration configuration wizard, you need to set up an integration to sync over the data required from Upsales:
Go to Upsales and the App directory and create an integration. Go through the settings:
Name, email address, and the optional description field
Add a Region (Sweden)
Add the endpoint URL (the trigger from the configuration wizard, as noted in step 3a of Integration Platform)
Under Triggers select:
Order or Opportunity was Created
Order or Opportunity was updated
Go back to the App directory page in Upsales. Select the integration created above. Under App Status, select Active and Visible.
Under the App Gallery, you should now be able to see your registered integration and install it: Click on the newly created App card and mark it as Active.
Your integration is now enabled. 🚀