How to import Upsales data into Scrive contract templates
To auto populate your contracts with CRM data, you need to create a Scrive template and add a custom field for each type of Upsales data you want to import. For general steps on how to create Scrive templates, see these support articles.
Once you have created a Scrive document template, go to the Fields tab to set up the field mapping as follows:
- Add a text field to your document.
- Set the Party to be the sender of the document.
- From the menu of field types, select New field.
- Enter the new field name using one of the Upsales fields from the list below. You must use the exact spelling, capitalisation and syntax.
- Save the Opportunity (or Contact or Company) to the signing process by selecting it either from the drop-down menu for adding more signing parties or the More... drop-down menu. You must do this in order to auto populate the new fields.
Upsales object |
Field name |
orderId |
|
description |
|
currency |
|
project |
|
value |
|
COMPANY |
customerCompany |
customerCompanyOrgNumber |
|
customerCompanyPhone |
|
CUSTOMER ADDRESS |
visitAddressStreet |
visitAddressZipCode |
|
visitAddressState |
|
visitAddressCity |
|
visitAddressCountry |
|
invoiceAddressStreet |
|
invoiceAddressZipCode |
|
invoiceAddressState |
|
invoiceAddressCity |
|
invoiceAddressCountry |
|
deliveryAddressStreet |
|
deliveryAddressZipCode |
|
deliveryAddressState |
|
deliveryAddressCity |
|
deliveryAddressCountry |
|
mailAddressStreet |
|
mailAddressZipCode |
|
mailAddressState |
|
mailAddressCity |
|
mailAddressCountry |
|
USER |
seller |
sellerEmail |
|
sellerTitle |
|
sellerPhone |
|
sellerCellPhone |
|
CONTACT |
contact |
contactEmail |
|
contactPhone |
|
contactCellPhone |
|
contactTitle// Product |
|
PRODUCT |
product1 |
product1Id |
|
product1Quantity |
|
product1Price |
|
product1ListPrice |