Creatio

Step 1: Get your credentials from Creatio

To integrate your Creatio data with Plecto, you need to provide a Client ID, Client Secret, and your Creatio subdomain.

To get your Client ID and Secret:

1. In Creatio, click the gear icon in the top right to open Settings.

2. Find the Import and integration section and go to OAuth 2.0 integrated applications.

3. On the right, click the Diagnostic tab and make sure all the options are enabled.

4. Now, click New in the top-right corner and fill out the required information:

   1. Name (for example, Plecto)

   2. Application URL (optional; for example, https://app.plecto.com/)

   3. Description (optional)

   4. Leave the Create a separate technical user for this integration option enabled. You will have to set up the technical user's permissions in Step 2.

      You don't have to create a technical user, but if you don't, a user with admin account will have to integrate with Plecto, which has more permissions than we need - Plecto only needs to read your data, therefore, creating a technical user is advised.

5. Click Save.

6. Creatio will generate your Client ID and Client Secret.

   Copy your credentials and store them in a safe place in case you need to use them again.

7. You can find your subdomain in the URL when logged into Creatio. For example, the subdomain of the URL https://123456-crm-bundle.creatio.com/ is 123456-crm-bundle

8. Move to Step 2 and configure the Creatio technical user permissions.

Step 2: Configure the technical user permissions in Creatio

If you chose to create a technical user in Creatio to integrate with Plecto, you have to give it a couple of permissions:

• Access to OData

• View any data

To configure these permissions:

1. In Creatio, go to Settings > Technical users and select the Plecto user.

2. Find the Operation permissions section and click Manage permissions. A new tab will open.

3. Find and open Access to OData.

4. Click the plus icon next to the Operation permission heading, find the Plecto technical user and click SELECT.

5. Click CLOSE in the top-left.

6. Now, scroll to the bottom and open View any data.

7. Follow the same process - click the plus icon, find the technical user, click SELECT, then CLOSE.

8. Your technical user permissions are now configured. Move on to Step 3.

Step 3: Integrate Creatio with Plecto

1. In Plecto, go to Data sources > New data source > Creatio.

2. (Optional) Rename your credentials.

3. Insert your Creatio Client ID, Client Secret, and Subdomain. Click Next.

4. Select the data you want to import.

5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

6. Click Next to choose how much data to import and how long you want to keep it in the data source.

7. Click Import to finish.

Available data

Our integration with Creatio currently allows you to import the following data: