Tendersight + UpBooks

From UpBooks to action — automatically

Connect UpBooks to Tendersight and let your AI assistants automatically process your activities. Simple and Efficient Business Management Solution.

What you can do

Powerful automation capabilities out of the box.

Changes in UpBooks are reflected in Tendersight within seconds. Always work with the latest activities without refreshing or re-importing.

Set rules to import only the activities you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.

Your UpBooks credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.

Import historical activities from UpBooks in bulk. Backfill your AI assistants with past data to improve response quality from day one.

Get started in three simple steps.

Grant Tendersight read access to your UpBooks activities. You control exactly what data flows through.

Choose which activities to import, set filters, and map fields to your Tendersight workspace structure.

Sit back as activities from UpBooks are processed, analyzed, and turned into actionable intelligence by your AI assistants.

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