Megaplan
Russian CRM and business management system with deals, clients and tasks.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
02Data
What you can sync.
- Deals
- Clients
- Tasks
- Projects
- Invoices
Join Megaplan deals with billing, support and product usage to see each account in full.
Need more? Name any other Megaplan data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Megaplan uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Megaplan if you need help.
04How it works
How it works in DataMind.
-
Pick Megaplan.
Open Lake, pick Megaplan in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Megaplan API docs.
-
Answer a few questions.
The AI reads the Megaplan documentation, then asks which credentials you will use, which data to sync (for example deals and clients), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Megaplan data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
