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 Data Sync profiles for how GetAccept filled fields map to Upsales fields automatically
Create a new Data 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 "Data Sync".
e. Click "Add Data Sync profile".
Configure Data Sync Profile
a. Select the Upsales main object as Contact, Company, or Deal.
This is where you will be sending your document from in Upsales with GetAccept.
If you send contracts with GetAccept from multiple places in Upsales, create a separate profile for each main object.
b. Enter the field name (label) from your GetAccept template that will be filled with data to be synced back to Upsales.
c. Select the Upsales object where the Upsales field to be updated is located.
d. Select the Upsales field from the dropdown that will be updated.
e. Click "Add new sync field" and follow steps 2a through 2d if additional GetAccept input fields are to be synced to Upsales.
f. Click Save.
Test the data sync profile
a. Send a GetAccept contract from an Upsales contact, company, or deal that has a data sync profile configured.
b. Return to the Data Sync profile page.
c. Select the data sync profile configured in step 2.
d. Click "Test".
e. Enter the document ID sent in step 3a.When you open the sent 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).
f. 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; we aim to support that field type in 2025.
Currently not supporting Upsales date fields; this will be supported by Q1 2025.
Only GetAccept event that will trigger data sync is document signed.
Manual triggering of a data sync is only possible from the data sync profile; this will be added to the document analytics view in the integration in a future release.
Data Sync does not work for Deal Rooms; we aim to support that in 2025.