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Domo Knowledge Base

Nutshell Connector

Intro

Nutshell is a user-friendly small business CRM that helps sales reps win more deals, with sales process automation, fast onboarding, and free support. Use Domo's Nutshell connector to retrieve data about sales accounts, contacts, and activity. To learn more about the Nutshell API, visit their page (https://developers.nutshell.com/).

Note: The user interface for building this connector is in Beta and not yet available in our Connectors listing in the Data Center, meaning you will not be able to find the connector on your own. However, if you would like we at Domo are more than happy to grant you access to the connector so that you can begin using it to pull your data into Domo. Please don't hesitate to reach out to betafeedback@domo.com to get access to the Beta for this connector. For contact information, see Getting Help.

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

  • The username you use to log into your Nutshell account

  • A Nutshell API key

To obtain a Nutshell API key, do the following:

  1. Log into your Nutshell account.

  2. Navigate to the Setup menu.

  3. Click API Keys (in the "Third-party" category).

  4. Click Add API key.

  5. Enter a name for the API key.

  6. Under "Permissions," select the button for API Access.

  7. Click New API key.

  8. Copy the newly generated API key.

Connecting to Your Nutshell Account

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

Field

Description

Username

Enter the username for your Nutshell account.

API Key

Enter your Nutshell API key. For steps for obtaining an API key, see "Prerequisites" above.

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

Find Accounts

Returns accounts matching the specified criteria.

Find Activities

Returns activities matching the specified criteria and date range.

Find Contacts

Returns contacts matching the specified criteria.

Find Tags

Returns tags for a given entity (Accounts, Contacts, or Leads).

Get Account

Returns details for the selected account.

Get Activity

Returns details for the selected activity.

Get Contact

Returns details for the selected contact.

Search Accounts

Returns account information based on a provided search string. A maximum of 100 search results can be returned.

Search Activity Participants

Returns activity participant information based on a provided search string. A maximum of 100 search results can be returned.

Search Contacts

Returns contact information based on a provided search string. A maximum of 100 search results can be returned.

Add Filters

Select Yes if you want to include search filters in this report.

Account Type

Select the account type you want to retrieve information for.

Industries

Select the industries you want to retrieve information for.

Territories

Select the territories you want to retrieve information for.

Origins

Select the origins you want to retrieve information for.

Open Leads

Select True to return data for accounts associated with open leads. Select False to return data for all accounts.

Entity

Select the entity you want to retrieve information for.

Tags

Check the boxes for all tags you want to retrieve information for.

Flagged Important?

Select True to return data for activities that has been flagged as "Important" in Nutshell. Otherwise select False.

Activity Status

Select the activity status you want to retrieve information for. Note that "Overdue" status implies "Scheduled."

Contacts

Check the boxes for all contacts you want to retrieve information for.

Accounts

Check the boxes for all accounts you want to retrieve information for.

Users

Check the boxes for all users you want to retrieve information for.

Activity Types

Check the boxes for all activity types you want to retrieve information for.

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.

Account

Select the account you want to retrieve information for.

Lead

Select the lead you want to retrieve information for.

Activity

Select the activity you want to retrieve information for.

Contact

Select the contact you want to retrieve information for.

Search String

Enter a search term to retrieve information 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.