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SalesExec Connector

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

Intro

SalesExec is lead management software built for sales teams and call centers by Clickpoint. Use Domo's SalesExec connector to view your leads data within Domo. To learn more about the SalesExec API, visit their page (https://www.clickpointsoftware.com/b...ment-solution/).

You connect to your SalesExec account in the Data Center. This topic discusses the fields and menus that are specific to the SalesExec 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 SalesExec account and create a DataSet, you must have a SalesExec username and password.

Connecting to Your SalesExec Account

This section enumerates the options in the Credentials and Details panes in the SalesExec 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

This pane contains fields for entering credentials to connect to your SalesExec account. The following table describes what is needed for each field:  

Field

Description

Username

Enter your SalesExec username.

Password

Enter your SalesExec password.

Once you have entered valid SalesExec credentials, you can use the same account any time you go to create a new SalesExec 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 SalesExec report you want to run. The following reports are available:

All Actions

Returns a list of actions.

All Leads

Returns a list of leads.

Branch Lead Count

Returns a count of branch leads.

Closed Leads

Returns data about closed leads.

Count for Leads Awaiting Import

Returns a count of leads awaiting import.

Last Updated Leads

Returns a list of recently updated leads.

Lead Type UID

Select the UID for the lead type you want to retrieve data for.

Duration 

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

Report Date 

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

Select Specific Date 

Select the date for the report. 

Days Back

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

Start Date

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

End Date

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

Select Specific Start Date

Select the first date in your date range. 

Select Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

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

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, 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.