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Prospect 365 - Setup & usage

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Prospect 365 - Setup & usage

Prospect 365 connects with a Personal Access Token (PAT) rather than OAuth. Sync CRM and pipeline metrics (contacts, opportunities, and related OData endpoints) into connected KPIs. Requires [Business+].

Generate a Prospect 365 PAT

  • Log in to your Prospect 365 account.

  • Open Settings → API → Personal Access Tokens.

  • Generate a new token and copy it immediately.

  • Prospect 365 OData documentation: Getting started with the OData API

  • Prospect 365 applies rate limits (typically 1,200 requests per 10 minutes) - avoid excessive manual syncs.

Connect in Elevale

  • Open Workspace Settings → Integrations and connect Prospect 365.

  • Paste the PAT when prompted; Elevale validates it against the OData API before storing.

  • Tokens are encrypted server-side - they are not shown again after save.

  • On success, the connection moves to Connected integrations.

Create connected KPIs

  • Create a connected KPI and select Prospect 365.

  • Choose a data point from available OData metrics.

  • Set an appropriate sync frequency for CRM data (daily or weekly is common).

Troubleshooting

  • Invalid token - regenerate the PAT in Prospect 365 and reconnect.

  • Rate limit exceeded - wait and retry; reduce sync frequency or number of connected KPIs.

  • 403 / connection test failed - confirm the token has API access and your Prospect 365 subscription includes OData.

Disconnect and data retention