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Domo

Mavenlink Connector

Version 2

 

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=mavenlink

Intro

Mavenlink provides software and services for advanced project management, task collaboration, resource allocation, work management and professional services automation. Use Domo's Mavenlink connector to retrieve data about expenses, invoices, assignment tasks, timesheet submissions, and more. To learn more about the Mavenlink API, visit their page (http://developer.mavenlink.com/).

You connect to your Mavenlink account in the Data Center. This topic discusses the fields and menus that are specific to the Mavenlink connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Mavenlink account and create a DataSet, you must have a Mavenlink username and password.

Connecting to Your Mavenlink Account

This section enumerates the options in the Credentials and Details panes in the Mavenlink 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 greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

The Domo Mavenlink connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Mavenlink accounts in Domo) to open the Mavenlink OAuth screen where you can enter your Mavenlink credentials. Once you have entered valid Mavenlink credentials, you can use the same account any time you go to create a new Mavenlink DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Note: If you are already logged into Mavenlink when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Mavenlink.

Once you have entered valid Mavenlink credentials, you can use the same account any time you go to create a new Mavenlink DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

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

Description

Report

Select the Mavenlink report you want to run. The following reports are available:

Account Memberships

Returns memberships within your account.

Custom Fields

Returns a list of custom fields.

Custom Field Choices

Returns a list of custom field choices.

Custom Field Sets

Returns a list of custom field sets.

Custom Field Values

Returns a list of custom field values.

Expenses

Returns expenses that allows users to track non-timed items of work or expense.

Expense Categories

Returns a list of expense categories.

Invoices

Returns a list of invoices.

Invoice Time Entries

Returns a list of invoice time entries.

Invoice Fixed Fee Items

Returns a list of fixed fee items.

Invoice Workspaces

Returns a list of invoice workspaces.

Project Templates

Returns a list of project templates.

Project Template Assignments

Returns a list of project template assignments.

Stories

Returns a list of stories (tasks) used to track productivity.

Story Allocation Days

Returns a list of story allocation days, which allocate a planned amount of time to an assignment for a given day.

Story Assignments

Returns a list of story assignments, which connect users with stories (tasks).

Story Tags

Returns a list of story tags.

Story Tasks

Returns a list of story tasks.

Time Entries

Returns a list of time entries, which allow Mavenlink users to tracked timed items of work.

Users

Returns a list of users participating in Mavenlink workspaces.

Workspaces

Returns a list of Mavenlink workspaces or projects.

Workspace Groups

Returns a list of workspace groups.

Workspace Group Projects

Returns a list of workspace group projects.

Workspace Participants

Returns a list of workspace participants.

Workspace Timesheet Submissions

Returns a list of workspace timesheet submissions.

Show Archived Stories

Select whether you want your report to include archived stories.

Include Archived Workspaces

Select whether you want your report to include archived workspaces.

Show Deleted Stories

Select whether you want your report to include deleted stories.

Subject Type

Select whether you want to retrieve data about stories, workspaces, or users.

Date Type 

Select whether you want to pull data for a specific date or a date range. 

Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Date Picker

Select the date for the report. 

Date Offset

Enter the number of past days that should appear in the report.  

Date From

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in Date To

Date To

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Date From.  

Date From Picker

Select the first date in your date range. 

Date To Picker

Select the second date in your date range. 

Date From Offset

Enter the number of the farthest day back that should be represented in the report. Combine with Date To Offset to create a range of represented days.

For example, if you entered 10 for Date From Offset and 5 for Date To Offset, the report would contain data for 10 days ago up until 5 days ago.

Date To Offset

Enter the number of the most recent day back that should be represented in the report. Combine with Date From Offset to create a range of represented days.

For example, if you entered 10 for Date From Offset and 5 for Date To Offset, the report would contain data for 10 days ago up until 5 days ago.

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.