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:

1. Add a text field to your document.
2. Set the Party to be the sender of the document.
3. From the menu of field types, select New field.
4. Enter the new field name using one of the Upsales fields from the list below. You must use the exact spelling, capitalisation and syntax.
5. Make sure to have the opportunity, contact or company from which you are initiating the signing process saved to the signing process in order for the CRM to auto populate the new fields.