SalesSeek Connector

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Version 4

Intro

SalesSeek is Sales CRM and marketing software designed to support businesses by attracting, engaging, and winning big deals. Use Domo's SalesSeek connector to import data about leads, opportunities, organizations, forecasts, and more. To learn more about the SalesSeek API, visit their page (https://salesseekapi.atlassian.net/w...s/SA1/overview).

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

The email address associated with your SalesSeek account
Your SalesSeek password
Your SalesSeek client ID

Connecting to Your SalesSeek Account

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

Field	Description
Email Address	Enter the email address associated with your SalesSeek account.
Password	Enter your SalesSeek password.
Client ID	Enter your SalesSeek client ID.

Once you have entered valid SalesSeek credentials, you can use the same account any time you go to create a new SalesSeek 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.

Description

Report

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

Activities	Returns a list of all activities.
Automation	Returns automation information.
Buckets	Returns the list of revenue buckets
Client Marketing Group	Returns the list of groups configured to be the focus on the marketing dashboard for the specific client.
Forecasts	Returns the list of forecastss
Group	Returns the list of groups.
Individuals	Returns the list of individuals.
Leads	Returns the list of leads.
Lead Sources	Returns the list of lead sources.
Opportunities	Returns the list of opportunities.
Organizations	Returns the list of organizations.
Organization Activities	Returns the list of activities associated with this organization.
Organization Individual	Returns the list of individuals related to this organization.
Organization Opportunity	Returns the list of opportunities associated with this organization.
Revenue Planner Config	Returns the unique revenue planner configuration.
Search	Returns data based on a provided search term.
Social	Returns social information for your account.
Tasks	Returns the list of tasks.
Teams	Returns the list of teams.
Team Hierarchy	Returns the team hierarchy for your organization.
Users	Returns a list of SalesSeek users.
Web Tracking by Time Period	Returns web tracking statistics broken down by time period.
Web Tracking by Source	Returns web tracking statistics broken down by source.
Web Tracking by Visited Pages	Returns web tracking statistics broken down by visited pages.

Completed?

Select Yes to only pull in data for completed tasks; otherwise select No to pull data for all tasks.

My Tasks?

Select Yes to only pull in data for your own tasks; otherwise select No to pull data for all tasks.

Assigned to Me?

Select Yes to only pull in data for tasks that have been assigned to you; otherwise select No to pull data for all tasks.

Due Today?

Select Yes to only pull in data for tasks due today; otherwise select No to pull data for all tasks.

Due This Week?

Select Yes to only pull in data for tasks due this week; otherwise select No to pull data for all tasks.

Delegated?

Select Yes to only pull in data for delegated tasks; otherwise select No to pull data for all tasks.

Enter the search term you want to retrieve data for in your "Search" report.

Segments

Select the segment you want to retrieve data for in your "Web Tracking" report.

Time

Select the desired time period for the report.

Config ID

Enter the config ID for your "Revenue Planner Config" report.

Owner Name

Select the name of the owner you want to retrieve information for.

Organization

Select the organization 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.