OneUp Sales

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Configure

Creating a New User on OneUp

Connecting an Existing User to a New Integration Account

If you've set up reports or digests to be emailed to you, but aren't getting anything in your inbox, try these steps.

I'm Not Receiving Platform Emails!

Inviting a User to OneUp

Find out about email notifications you can receive from OneUp and how to enable or disable these.

Stay updated with OneUp emails

How to Change Your Profile Picture

If your business has rebranded, or someone's name has changed, you may want to alter your own or a team members email addresses.

How to Change Your Email Address

Reporting on leavers' data can be just as important as data from active users. OneUp has the tools to do this; learn how it works here.

Everything about deleted user data

Find out what user profile fields are and how to amend them for your team

User profile fields

Users

Organize your users into teams for reporting and controlling who can see what.

Creating teams

Data Access gives you complete control over who can access whose data on OneUp

Data Access

An intro to nested teams & how to turn your existing teams into a hierarchical structure on OneUp

Nested teams: how team hierarchies work

Keep your team reporting accurate when consultants move between teams by editing their team membership history.

Managing team move history

Everything you need to know about Teams on OneUp.

Teams

Allow or restrict access to areas of OneUp for certain user groups.

Roles and Permissions on OneUp

Roles & Permissions

Mapping rows can be created under a record type in the Dictionary. Mapping rows enable you to customise how we show data from your CRM.

Define a new field mapping for a record type in the Dictionary

Use the Dictionary to supercharge your CRM data

Altering Drill down table columns with the Dictionary

Dictionary

Personalise your TV-flash celebrations with your own custom song

Adding a User Anthem

Troubleshoot some common issues when uploading anthems

My Anthem Won't Upload!

Customize your default company anthem song for automation celebrations

Changing Your Company Anthem

User Anthems

Follow these steps to connect your integration to OneUp. The guide includes steps for CRMs and VoIPs.

Integration connection steps

If you're having trouble receiving data from your integrated systems on OneUp, these steps will help.

Resolving integration connection issues

Integrations

Generate your Atlas API Key to connect or reconnect your CRM to OneUp.

Atlas: Connect your CRM to OneUp

Enable OneUp iframing in Bullhorn to view your Dashboard without needing to switch systems

Bullhorn: Viewing your OneUp Dashboard in Bullhorn

Create a Firefish API account and get the details you'll need to connect or reconnect your CRM to OneUp.

Firefish: Connect your CRM to OneUp

Embed your OneUp in a HubSpot dashboard to keep everything in one place!

HubSpot: Viewing your OneUp Dashboard in HubSpot

Find your API Key and Agency Slug to connect or reconnect your Loxo CRM to OneUp.

Loxo: Connect your CRM to OneUp

Enable OneUp iframing in Salesforce to view your Dashboard without needing to switch systems

Salesforce: Viewing your OneUp Dashboard in Salesforce

Find the Access Recruitment details you'll need to connect or reconnect your CRM to OneUp

Access Recruitment CRM: Connect your CRM to OneUp

Request the details you'll need to connect or reconnect Bullhorn to OneUp

Bullhorn: Connect your CRM to OneUp

Request the API key you'll need to connect or reconnect Chameleon-i to OneUp.

Chameleon-i: Connect your CRM to OneUp

Connect your HubSpot account to OneUp using HubSpot's secure sign-in process.

HubSpot: Connect your CRM to OneUp

Create an itris API account and get the details you'll need to connect or reconnect your CRM to OneUp.

itris (9.34+): Connect your CRM to OneUp

Connect your JobAdder account to OneUp using JobAdder's secure sign-in process.

JobAdder: Connect your CRM to OneUp

Get the details you'll need to connect or reconnect your JobDiva CRM to OneUp.

JobDiva: Connect your CRM to OneUp

Find your Microsoft Dynamics 365 API URL and connect your CRM to OneUp using Microsoft's secure sign-in process.

Mercury xRM: Connect your CRM to OneUp

Microsoft Dynamics 365: Connect your CRM to OneUp

Find the credentials you'll need to connect or reconnect your PCRecruiter database to OneUp.

PCRecruiter: Connect your CRM to OneUp

Connect your Profile account to OneUp using Profile's secure sign-in process.

Profile: Connect your CRM to OneUp

Connect Recruit CRM to OneUp using an API token

Recruit CRM: Connect your CRM to OneUp

Connect your Salesforce account to OneUp using Salesforce's secure sign-in process.

Salesforce: Connect your CRM to OneUp

Connect your Hire Genius account to OneUp using Salesforce's secure sign-in process.

Hire Genius: Connect your CRM to OneUp

Connect your Seven20 account to OneUp using Salesforce's secure sign-in process.

Seven20: Connect your CRM to OneUp

Connect Vincere to OneUp using credentials provided by Vincere.

Vincere: Connecting your CRM to OneUp

Connect your Bullhorn for Salesforce (formerly TalentRover) account to OneUp using Salesforce's secure sign-in process.

Bullhorn for Salesforce: Connect your CRM to OneUp

Connect your TargetRecruit account to OneUp using Salesforce's secure sign-in process.

TargetRecruit: Connect your CRM to OneUp

Spott: Connect your CRM to OneUp

Request the details you'll need to connect or reconnect SupplyNow to OneUp

SupplyNow: Connect your CRM to OneUp

Connect Tracker (Legacy) to OneUp using a Bearer Token generated in Tracker.

Tracker (Legacy): Connect your CRM to OneUp

Connect Tracker to OneUp using secure sign-in.

Tracker: Connect your CRM to OneUp

Connect your Zoho Recruit to OneUp using a secure authentication flow.

Zoho Recruit: Connect your CRM to OneUp

Connect Business Central to OneUp using Microsoft's secure sign-in process.

Business Central: Connect your CRM to OneUp

This guide walks you through the steps required to generate your Spott API key and configure the webhook needed to finalize your OneUp integration.

Spott: Connecting your CRM to OneUp

Integration information for supported CRMs and Applicant Tracking Systems.

CRMs/ ATSs

Connect your Aircall data to OneUp using Aircall's secure sign-in process.

Aircall: Connect your call data to OneUp

Find the Administrator login details you'll need to connect or reconnect CloudCall to OneUp.

CloudCall: Connect your call data to OneUp

Documentation for creating, tracking and disconnecting your Zoom account data from OneUp.

Zoom Phone: Integration guide

Connect 8x8 to OneUp by configuring an automated CSV export.

8x8: Send your call data to OneUp

Generate your Ringover API key, configure a webhook and connect Ringover to OneUp

Ringover: Connect your call data to OneUp

Connect 3CX to OneUp by configuring an automated CSV export.

3CX: Send your call data to OneUp

Set up automated reports to send us your Akixi call data

Akixi: Send call data to OneUp

Connect your Microsoft Teams platform to OneUp using Microsoft's secure sign-in process.

Microsoft Teams: Connect your platform to OneUp

Connect your Zoom Phone or Zoom Meetings account to OneUp using Zoom's secure sign-in process

Zoom: Connecting your platform to OneUp

Request the Organization ID and API key you'll need to connect or reconnect Devyce to OneUp.

Devyce: Connect your call data to OneUp

Connect VXT to OneUp by configuring an automated CSV export.

VXT: Send your call data to OneUp

Request the API key you'll need to connect or reconnect TalentLynk to OneUp

TalentLynk: Connect your call data to OneUp

Request the username and password you'll need to connect or reconnect 8x8 ContactNow to OneUp.

8x8 ContactNow: Connect your call data to OneUp

Generate the API key you'll need to connect or reconnect CG 3CX v20 to OneUp.

3CX v20: Connect your call data to OneUp

Request the credentials you'll need to connect or reconnect The Comms Guys to OneUp.

The Comms Guys: Connect your call data to OneUp

Connect your CloudCall data to OneUp using CloudCall's secure sign-in process.

CloudCall o1: Connect your call data to OneUp

All integration information for supported VoIPs

VoIPs

Connect Paiger to OneUp using a Client ID and API Key provided by the Paiger team.

Paiger: Connect your platform to OneUp

You can connect Outreach to OneUp by signing in to your Outreach account and approving the connection.

Outreach: Connect your platform to OneUp

Connect your Salesloft account to OneUp using Salesloft's secure sign-in process

Salesloft: Connecting your platform to OneUp

Create a dedicated OneUp user account in Timesheet Portal and use it to connect your account.

Timesheet Portal: Connect your timesheet data to OneUp

Create a web service account in RSM InTime and use it to connect your account to OneUp.

RSM InTime: Connect your timesheet data to OneUp

Other integrations

Change the default date range on the Dashboard and Reports to your preferred time period

How do I change the default date range?

You may run your financial year from April to April, while others may stick to January to December. Follow these steps to switch yours up...

How to change the month your business year starts

Platform Settings

Create a custom design with text, images, and links

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.