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Domo Knowledge Base

Changepoint Connector

Version 3

 

Intro

Changepoint is an enterprise project and portfolio management platform. The Domo Changepoint connector integrates Domo with Changepoint to extract data about contacts, customers, projects, opportunities, and more. To learn more about Changepoint, visit their website (https://www.changepoint.com/).

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

  • The username and password for your Changepoint account.

  • Your Changepoint hostname or URL, e.g. mycompany.changepointasp.com

Connecting to Your Changepoint Account

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

Field

Description

Username

Enter your Changepoint username.

Password

Enter your Changepoint password.

Host

Enter your Changepoint hostname or URL, e.g. mycompany.changepointasp.com

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

Contact

Returns a list of contacts.

Customer

Returns a list of customers.

Opportunity

Returns a list of opportunities.

Project

Returns a list of projects.

Subreport

Select a Changepoint subreport type.

Return Rows (Optional)

Enter the number of rows of data you want to be returned in your report.

Customer

Select the customer ID you want to retrieve data for.

Name

Enter the name of the customer you want to retrieve data for.

User Defined ID

Enter the ID of the user you want to retrieve data for.

First Name (Optional)

Enter the first name of the user you want to retrieve data for.

Last Name (Optional)

Enter the last name of the user you want to retrieve data for.

Action Resource ID (Optional)

Enter the action resource ID you want to retrieve data for.

Contact ID

Enter the ID of the contact you want to retrieve data for.

Project

Select the project you want to retrieve data for.

Code Name

Enter the code name you want to retrieve data for.

Opportunity

Select the opportunity you want to retrieve data for.

Billing Offices

Select the billing offices you want to retrieve data for.

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.