Skip to content
UpSmith Help Center home

GoTo Connect

Connecting GoTo Connect lets UpSmith read your call logs and recordings, so your phone calls sit alongside your texts instead of in a separate system nobody looks at.

It's one of the easiest integrations to set up — there's no key to copy and nothing to send to GoTo. You authorize UpSmith once and it's done.

Connect it

  1. Go to Integrations and find the GoTo Connect tile under Calling.

  2. Click Connect. The button reads Opening GoTo Connect... while it redirects you.

  3. Sign in to GoTo and authorize UpSmith.

  4. You're sent back, and the card shows "Connected as" followed by the GoTo account you used, plus a "GoTo Connect connected" confirmation.

You need to authorize with a GoTo account that can see the call history for the lines you care about. Authorizing with a personal extension connects that extension's view, not the whole company's.

What connecting actually gets you

Connecting GoTo Connect brings your call data into UpSmith

Other phone systems

The same Calling section has tiles for RingCentral and Dialpad, both described as "Access call logs and recordings for transcript analysis." They connect the same one-click way.

If your calls come through ServiceTitan, there's nothing to connect here — that comes in on your ServiceTitan connection already. Google Local Services calls come in through that integration instead.

Turning it off

Click Disconnect. You'll be asked to confirm: "UpSmith will remove its stored GoTo Connect credentials. You can reconnect later." Then you'll see "GoTo Connect disconnected".

Disconnecting stops new call data arriving. Calls already in UpSmith stay where they are.

Troubleshooting

The button says Reconnect. Your GoTo authorization lapsed and call data has stopped arriving. Click Reconnect and authorize again. Nothing else on the card needs touching.

"GoTo Connect connection failed" after you authorized. The handoff didn't complete — for example, if the authorization page sat open too long. Start again from Connect.

"Could not start GoTo Connect" or "GoTo Connect authorization URL was missing". UpSmith couldn't begin the handoff. Try once more, and if it repeats send us the message at support@upsmith.com.

"Checking GoTo Connect connection…" never finishes. Refresh the page before assuming anything is wrong — a brief problem reaching UpSmith looks the same as a broken connection.

It says connected but no calls are showing up. Check which GoTo account you authorized with — if it only sees one extension, that's all UpSmith gets. Reconnecting with an account that has full call-history access fixes it.

Common questions

Do I need an API key or a call to GoTo support? No. Click Connect, authorize, done.

Does this let my agents answer calls? No. This is about reading your call data. It doesn't put an UpSmith agent on your phone line.

Can I connect more than one phone system? Yes — the tiles are independent.

Will it pull in historical calls or only new ones? Ask us at support@upsmith.com before you rely on history being there.

Where to go next