Integrations

Upper Route Planner works alongside the tools you already use. You can connect an online store so orders flow in as stops, send route and stop events to your own systems with webhooks, and use the API to bring work in without re-typing it. This page is your starting point for each of those.

Where integrations live

Most integration setup happens in two places in the web app at my.upperinc.com:

• Manage → Marketplace — store connections and paid add-ons.
• Settings → Webhooks — your API Token and outbound webhook URLs.

Connect a store

Open Manage → Marketplace, then switch to the Integration tab. Each available store shows a card with a short description and a button to set it up. Once a store is connected, its orders come into Upper as stops you can add to a route — so you don't have to copy addresses by hand.

Upper currently supports connecting these stores:

• WooCommerce
• Shopify
• GrazeCart
• QuickBooks

How a connection works

Set up a connected store

Once a store is connected, open it from the Integration tab to manage it. A connected store has its own tabs:

• Connections — see the connected store, when it was connected, and its Active status. You can add another connection or disconnect one here.
• Configuration — control how orders flow in:
  • Order Settings — choose when Upper should automatically mark an order as completed in your store (for example, once the matching stop is finished in Upper).
  • Match the Data — map your store's fields to Upper's data categories (address, name, phone, email, and so on). The address field is required.
• Contact Configuration — (WooCommerce) map fields used to build your Upper contacts/address book from store data.
• About — a description of what the integration does and when it was connected.

There's also a FAQs panel on the connected-store page with answers specific to that platform.

Disconnect a store

On the connected store's page, use the three-dot menu next to the store (or the Disconnect option on a specific connection) to remove it. Upper asks you to confirm before disconnecting.

Webhooks

Webhooks let Upper notify your own systems automatically when something happens, by sending a request to a URL you control. You set them up in Settings → Webhooks, which has two tabs:

• Webhook URL — where you add the URLs Upper should call, and where your API Token is shown.
• Webhook History List — a record of webhook activity.

Add a webhook URL

API access

Upper gives each account an API Token so your own systems can send work into Upper without anyone re-typing it. You'll find the token in Settings → Webhooks, on the Webhook URL tab — use the copy button to copy it to your clipboard.

With the API you can bring work into Upper programmatically, including:

• Contacts — add to your address book.
• Stops — create the stops that go on a route.
• Tasks — create tasks via the API.

Marketplace add-ons

The Marketplace tab (the other tab in Manage → Marketplace) is where you turn on optional paid extras for your account:

• Notifications and Alerts — top up an SMS balance for sending text updates to your customers, with an option to auto-recharge and to set an alert for a minimum balance.
• Multiple Email Notifications — a paid add-on that lets you send notifications to more than one email address per stop, so every relevant party is kept in the loop.

Billing for Upper, including add-ons, is handled through Stripe.

Troubleshooting

Related

• Get help any time at support@upperinc.com.