Enable Webhooks in Salpo
Navigate to the Salpo CRM Control panel > Integrations > Click on the Dear badge and then the More Details hyperlink > Click on the Webhooks tab > Toggle the Enable webhooks button > A URL will display that will connect DEAR and Salpo. Copy this link, later it will be pasted into DEAR.
Setup in DEAR
Log into the associated DEAR account
Click on the Settings icon in the left side panel > click on Notifications > Click on Notifications again > click on the Sale section drop-down then the Sales order has been created option
Now the notification settings have to be set in DEAR.
Turn on the Notification by toggling the enable button to On
Deselect the API option under the source channel options
Turn off the Internal and Email Delivery Options. External should be the only enabled Delivery Method.
Click on the External tab if it does not automatically display the additional options and then paste the URL copied from Salpo into the External URL open text field. Ensure the Authorization type shows as Basic Auth.
Then enter the following username and password details:
The User Name should be exactly the same as the User's user Name in Salpo
The Password will be an API token from Salpo. Generate an API key within Salpo, making sure the key is created under the same user name defined above, and paste it as shown below and click Save.
Now the webhook is all set up and sale orders will start populating in Salpo as Opportunities!
Note: To generate an API click on the User Name in the main header bar > API tokens > Add new > then name the API token and Copy and paste it into the Password section. Or click here to learn more about generating API keys.