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Domo Knowledge Base

Velocify Advanced Connector

Version 4

 

Intro

Velocify provides cloud-based intelligent sales automation software designed for fast-paced sales environments. Use Domo's Velocify connector to retrieve data about leads, campaigns, milestones, and the like. To learn more about the Velocify API, visit their page (https://service.leads360.com/ClientService.asmx).

There are two versions of the Velocify connector—a standard and an advanced version. The only difference between these is that the advanced version allows you to pull in custom reports from Velocify, whereas the standard version does not. For more information about the standard version, see Velocify Connector.

The Velocify connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

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

Connecting to Your Velocify Account

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

Field

Description

Username

Enter the username you use to log into your Velocify account.

Password

Enter the password you use to log into your Velocify account.

Once you have entered valid Velocify credentials, you can use the same account any time you go to create a new Velocify 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 menu in which you select a Velocify report, along with other menus that may or may not appear depending on your selected report. The following table describes all of the reports you can create using the Velocify connector.

Tip: Velocify allows users to create a custom report through their UI, which is then accessible through the API. If you want to connect to a custom report in Domo, you can do so using the Velocify Advanced connector. If you would like to use this connector, speak to your Domo CSR.

Menu

Description

Report

Agents 

Returns a list of users in your database. 

Campaigns

Returns a list of campaigns in your database. 

Custom Report

Imports a selected Velocify report into Domo.

Custom Report (Manual)

Imports a Velociy report into Domo based on a report ID you submit.  

Leads

Returns a list of leads that have been generated during the past 30 days.

Milestones

Returns a list of lead milestones in your database.

Programs

Returns a list of lead distribution programs in your database.

Providers

Returns a list of lead provider integrations in your database.

Reports

Returns a list of reports you have access to.

 

Custom Reports

Select the Velocify report you want to import into Domo.

Custom Report ID

Enter the ID of the Velocify report you want to import into Domo. To see a list of all reports with IDs, run the "Reports" report.

Past Days (Optional) Enter the number of past days you want to retrieve data for. If you do not enter a value, data is pulled for all days.

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

What is the difference between the standard and advanced versions of the connector?

The only difference is that the advanced version gives you the capability to pull in custom reports from Velocify, while the standard version does not. Other than that, the available reports are the same.

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.