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Domo Knowledge Base

Engagio Connector

Intro

Engagio helps marketers drive new business and expand relationships with high-value accounts. Use Domo's Engagio connector to retrieve data about accounts, activities, and people in Engagio. To learn more about the Engagio API, visit their page (http://docs.engagio.com/en/api-documentationL).

You connect to your Engagio account in the Data Center. This topic discusses the fields and menus that are specific to the Engagio 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 Engagio account and create a DataSet, you must have an Engagio API token. If you do not have an API token, reach out to support@engagio.com

Connecting to Your Engagio Account

This section enumerates the options in the Credentials and Details panes in the Engagio 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 Engagio account. The following table describes what is needed for each field:  

Field

Description

API Token

Enter your Engagio API token.

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

Accounts

Returns details about your Engagio accounts.

Accounts List

Returns a list of your Engagio accounts.

Activities

Returns details about activities in your Engagio accounts list.

People

Returns a list of people in your Engagio accounts.

Account List

Select the account list you want to retrieve data for. 

Fields

Select the fields (columns) you want to appear in your report.

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.

FAQs

Can I use the same account to create multiple DataSets?

Yes.

How often can the data be updated?

As often as needed.

Are there any API limits I should be aware of?

No.