# 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:

- Text fields placed on a PDF template
- Form fields inserted within an editor block

## 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**  
   01. Set a name for the profile  
   02. Activate the profile if it should be used right away  
   03. Select the trigger conditions  
   04. Select **Contract**  
      1. Collecting Recipient filled data with a Deal Room is currently not supported.  
   05. Select the " **Signed by all"** event  
   06. Select the Upsales main object as Contact, Account, or Order  
      1. Note: Select Order if you are sending from or updating the upsales opportunity.  
   07. Click **Continue**  
   08. Select Upsales object where you will update Upsales properties with recipient filled data, in this case we have selected **Order**  
   09. Select the Upsales property you want to update, in this case we have selected **Value**  
   10. Select " **Pull data from GetAccept**" as the Action  
      1. 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  
   11. 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  
   12. Click "Add new sync field" and follow steps for additional GetAccept input fields to be synced to Upsales  
   13. Click **Continue**  
   14. Enable **Product sync** toggle if you want optional or variable products updated in GetAccept to update Upsales product line items  
   15. 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**  
- Currently, we cannot update Upsales dropdown fields;  
- Currently not supporting Upsales date fields; this will be supported in 2025.  
- Manual triggering of a Event sync is only possible from the Event sync profile; this will be added to the document analytics view in the integration in a future release.