Service Account Requirements

Upside syncs data from your CRM via Fivetran, which needs read access to the records you want to analyze. The guides below describe the exact permissions Upside requires in each supported system.

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Connecting via OAuth with a System Administrator account? You can skip these guides — admin credentials already include everything Upside needs. The dedicated service-account approach below is for organizations that prefer a least-privilege integration user.

Pick your CRM

Salesforce

Create a Permission Set, enable the required System Permissions, and grant View All on the objects Upside reads.

HubSpot

Configure the minimal set of UI permissions that satisfy HubSpot's API scope requirements for read-only syncs.

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Upside is read-only. The service account never needs write or modify permissions in either system.