Introduction
GetAccept offers the ability for a recipient of a document to fill in data in added text field boxes that you add to a template. You may now capture this recipient-filled data, on signing, and process it back in Upsales exactly the way you need. As a result, it is now possible for recipients to update their own records in Upsales under your supervision. This feature works with both scenarios:
Text fields placed on a PDF template
Form fields inserted within an editor block
Setup
Pre-requisites: Ensure that you have our GetAccept Upsales Chrome extension Version 1.15 or higher. You will also need to reconnect the integration (Steps here) from GetAccept by an admin.
This setup will guide you through how to configure a Data Sync profile so that your recipient-filled data from the GetAccept document populates the correct Upsales fields upon document signing.
Building Event Sync profiles for how GetAccept filled fields map to Upsales fields automatically
Create a new Event Sync profile in the GetAccept Upsales Integration
a. Log in to the GetAccept Upsales integration.
b. Select the drop-down menu in the top right of the integration.
c. Select "Advanced Settings". Note: This is only available to GetAccept Admin users.
d. Select the tab named "Event Sync".
e. Click "Add new event Sync profile".
Configure Event Sync Profile
Set a name for the profiled
Activate the profile if it should be used right away
Select the trigger conditions
Select Contract
Collecting Recipient filled data with a Deal Room is currently not supported.
Select the "Signed by all" event
Select the Upsales main object as Contact, Account, or Order
Note: Select Order if you are sending from or updating the upsales opportunity.
This is where you will be sending your document from in Upsales with GetAccept
If you send contracts with GA from multiple places in Upsales, create a separate profile for each main object
Click Continue
Select Upsales object where you will update Upsales properties with recipient filled data, in this case we have selected Order
If you need to update multiple Upsales objects, you will complete set up for the first object and then click on "Add new sync object"
Select the Upsales property you want to update, in this case we have selected Value
Select "Pull data from GetAccept" as the Action
Note: Selecting "Update CRM property" as the Action means that you will update the Upsales property directly and not based on filled data in GetAccept
Enter the field name (label), in our case VAT Number, from your GetAccept template that will be filled with data that will be synced back to Upsales as shown below
Click "Add new sync field" and follow steps 2i through 2k if additional GetAccept input fields are to be synced to Upsales
Click Continue
Enable Product sync toggle if you want optional or variable products updated in GetAccept to update Upsales product line items
Click Save
Test the Event sync profile
Send a GetAccept contract from a Upsales Contact, Account, or Order that has an event sync profile configured
Return to the Event sync profile page
Select the Event sync profile configured in step 2
Click test
Enter the document id sent in step 3a
When you open the send document as the recipient, the document id will be in the url as shown in the below example in bold (e.g. ttps://test.getaccept.com/v/xj5xtsv829x3/2e95dr2v8y2vek/a/aw851d736d9918e8b6421b7610883re7
Validate that all fields have successfully been updated in Upsales
Note: For steps 3b to 3f, you could also sign the contract yourself after making the send in 3a and validate manually in Upsales if the fields were updated.
Limitations
Currently, we cannot update Upsales dropdown fields;
Currently not supporting Upsales date fields; this will be supported in 2025.
Manual triggering of a Event sync is only possible from the Event sync profile; this will be added to the document analytics view in the integration in a future release.