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Intro

Use the Connect And Sell Connector to improve the efficiency and effectiveness of critical business functions like outbound prospecting, qualifying marketing leads, channel market development and much more. The Connect And Sell connector uses API framework to retrieve call activity information from the ConnectAndSell system. You can connect to your Connect and Sell account in the Data Center. This article explains the fields and menus specific to the Connect and Sell connector user interface. To add Datasets, set update schedules, and edit DataSet information see, Adding a DataSet Using a Data Connector.

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Prerequisites

To connect to Connect and Sell account and create a DataSet, you must have the following associated with the Connect and Sell account.
  • Username
  • Password
  • API Key
  • Secret Key

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Connect to Your Connect and Sell Account

This section explains the options in the Credentials and Details panes in the Connect and Sell Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Data Connector.

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Credentials Pane

The Domo Connect and Sell connector uses basic authentication. This pane contains the fields for entering credentials to connect to your Connect and Sell account. The following table describes what is needed for each field:
Field Description

Username

Enter your Connect and Sell Username.

Password

Enter your Connect and Sell password.

API Key

Enter your Connect and Sell API key.

Secret Key

Enter your Connect and Sell secret key.
Once you enter the valid credentials, you can use the same account to create a new Connect and Sell DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information, see Manage Connector/Adapter Accounts.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.
Menu Report Name Description
Report Attempt History API endpoint enables users to fetch Attempt history data.

Conversation History

API endpoint enables users to fetch the Conversation history data.

Cumulative Attempt History

API endpoint enables users to fetch cumulative Attempt history data.

Cumulative Conversation History

API endpoint enables users to fetch the cumulative Conversation history data.

User Lists

Retrieves the lists assigned to specific users in the company.

Users

API endpoint allows API users to fetch the list of users defined for the company.
Users Selection

Select whether to retrieve data for all users or only specific users.

User Lists Selection

Select if you want to retrieve data for all lists or only specific lists.

Field Description
Retrieve data for all lists

When you select Retrieve data for all lists , specific fields appear based on the report type you select

Retrieve Data for Specific Lists

When you select Retrieve Data for Specific Lists , specific fields appear based on the report type you select.

Session Types Select the session types from the list.
Get Session Type as Field This is a check box.
Data Update Type

Select how to retrieve and store the data. Three options are available for you to select from the list, and based on the option selected, the applicable fields appear.

Field Description
Rolling window (last x days)

When you select Rolling window (last x days) option, the Number Of Days In Rolling Window option appears.

Append Data When you select the Append Data option, the Historical Data Start Date option appears.
Specific date range (not recommended) When you select the Specific date range (not recommended) option, the Start Date and End Date option appears.
Number Of Days In Rolling Window

Enter the number of days back to keep in the dataset.

Historical Data Start Date

You can select the historical data start date.

Start Date

You can select the start date.

End Date

You can select the end date.

Users You can select single user or multiple users.
List and User ID’s You can select single option or multiple options.
Dispositions Select the conversation disposition
Call Reviews Select the call review from the list.
Call Type Select the call type from the list.
Date

Specify whether the data in this report is for a single date or a range of dates.

Three options are available to select from:

Field Sub Fields Description

Single Date

Date Type

You can either select a Specific date or a Relative date. When you select Relative, the Days Back option appears, where you can select/enter the number of days back.

Date

Select the Date.

Days Back

Choose which day you would like to receive the data for, by entering a number relative to today. For example, enter 0 for today, 1 for yesterday, or 7 for 7 days ago.

Date range

Date Type

You can either select a Specific or Relative , Start and End Date range. When you select Relative, the Days Back option appear, where you can select/enter the number of days back.

Date

Select the start date or end date.

Days Back

Start Date - Days Back - Choose which day you would like to start receiving data for by entering a number relative to today. For example, enter 1 for a start date of yesterday, 7 for a start date of 1 week ago, and 30 for a start date of 1 month ago.

End Date - Days Back - Choose which day you would like to stop receiving data for by entering a number relative to today. For example, enter 0 for an end date of today, or 1 for an end date of yesterday.

Time Period

Choose the time period for which you would like to receive data.

When you select This Week or Previous Week from the drop-down list, the Starting Day of the Week option appears, where you can select either Monday or Sunday .

Users Selection Select if you want to retrieve the data for all users or only specific users.

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Other Panes

For information about the remaining sections of the Connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.