Capturing Recipient Filled Data in Upsales | GetAccept Help Center

Capturing Recipient Filled Data in Upsales

We've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in Upsales

April 23, 2026

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:

Setup and Prerequisites

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 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 and Testing Event Sync Profiles

Building Event Sync profiles for how GetAccept filled fields map to Upsales fields automatically

  1. Create a new Event 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 "Event Sync".
    e. Click "Add new event Sync profile".

  2. Configure Event Sync Profile

    1. Set a name for the profile
    2. Activate the profile if it should be used right away
    3. Select the trigger conditions
    4. Select Contract
    5. Collecting Recipient filled data with a Deal Room is currently not supported.
    6. Select the " Signed by all" event
    7. Select the Upsales main object as Contact, Account, or Order
    8. Note: Select Order if you are sending from or updating the upsales opportunity.
    9. Click Continue
    10. Select Upsales object where you will update Upsales properties with recipient filled data, in this case we have selected Order
    11. Select the Upsales property you want to update, in this case we have selected Value
    12. Select " Pull data from GetAccept" as the Action
    13. Note: Selecting " Update CRM property" as the Action means that you will update the Upsales property directly and not based on filled data in GetAccept
    14. Enter the field name (label), in our case VAT Number, from your GetAccept template that will be filled with data that will be synced back to Upsales
    15. Click "Add new sync field" and follow steps for additional GetAccept input fields to be synced to Upsales
    16. Click Continue
    17. Enable Product sync toggle if you want optional or variable products updated in GetAccept to update Upsales product line items
    18. Click Save

  3. Test the Event sync profile

    1. Send a GetAccept contract from a Upsales Contact, Account, or Order that has an event sync profile configured
    2. Return to the Event sync profile page
    3. Select the Event sync profile configured
    4. Click test
    5. Enter the document id sent in the previous step
    6. Validate that all fields have successfully been updated in Upsales

Limitations

Limitations