Prerequisites
Before you start, you will need an API Key from ProfitWell. Follow the steps below to obtain it:- Go to this link to create or obtain your ProfitWell API Key or private token.
- Copy your private token for use in the integration.
Connecting ProfitWell to Upsolve
Now that you have your requirements, you can connect it to Upsolve using the following steps:- Navigate to the data model page in Upsolve.
- In the side menu bar, click the “New Data Source” button to initiate the connection process.
- In the modal that appears, select “ProfitWell” as your data source.
- Enter your data source name and API Key.

- Click “Authorize” to create your ProfitWell data source.