Base CRM Connector

Intro

Base CRM provides a web-based all-in-one sales platform that features tools for email, phone dialing, pipeline management, forecasting, and reporting. Use Domo's Base CRM connector to retrieve data gathered by Base CRM, including lists of contacts, deals, leads, orders, notes, and so on. To learn more about the Base CRM API, visit their page (https://developers.getbase.com/).

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

Connecting to Your Base CRM Account

This section enumerates the options in the Credentials and Details panes in the Base CRM 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

The Domo Base CRM connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Base CRM accounts in Domo) to open the Base CRM OAuth screen where you can enter your Base CRM credentials. Once you have entered valid Base CRM credentials, you can use the same account any time you go to create a new Base CRM 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.

Note: If you are already logged into Base CRM when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Base CRM.

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 Base CRM report you want to run. The following reports are available:

Associated Contacts	Returns all contacts associated with a given deal.
Contacts	Returns all contacts of the authenticated user.
Deals	Returns all of the authenticated user's deals.
Deal Sources	Returns all deal sources for the authenticated user.
Leads	Returns all of the authenticated user's leads.
Lead Sources	Returns all of the authenticated user's lead sources.
Line Items	Returns all line items associated with a given order.
Loss Reasons	Returns a list of loss reasons for the authenticated user.
Notes	Returns all of the authenticated user's notes.
Orders	Returns all of the authenticated user's orders.
Pipelines	Returns all of the authenticated user's pipelines.
Stages	Returns all of the authenticated user's stages.
Tags	Returns a list of tags available to the authenticated user.
Tasks	Returns all of the authenticated user's tasks.
Users	Returns a list of users.

Deal ID

Enter the ID of the deal you want to retrieve information for.

Customer Status (Optional)

Select a customer status to filter your results by.

Prospect Status (Optional)

Select a prospect status to filter your results by.

Deal Hot Status (Optional)

Select a deal hot status to filter your results by.

Status (Optional)

Enter a lead status to filter your results by.

Organization Name (Optional)

Enter an organization name to filter your results by.

Last Name (Optional)

Enter the last name of a lead to filter your results.

Order ID

Enter the ID of the order you want to retrieve information for.

Resource Type

Select the resource type you want to retrieve information for.

Active Record Status

Select Yes to retrieve only active records; otherwise select No.

Tasks Type

Select whether you want to retrieve data for floating or related tasks.

Completed Tasks

Select Yes to retrieve data only for completed tasks; otherwise select No.

Overdue Tasks

Select Yes to retrieve data only for overdue tasks; otherwise select No.

Tasks Reminders

Select Yes to retrieve data only for tasks with reminders; otherwise select No.

User Status

Select whether to pull data for active or inactive users.

User Role

Select Admin to pull data for only Admin-level users; otherwise select User.

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.

Knowledge Base

Intro

Prerequisites

Connecting to Your Base CRM Account

Credentials Pane

Details Pane

Other Panes

Comments

Knowledge Base

Intro

Prerequisites

Connecting to Your Base CRM Account

Credentials Pane

Details Pane

Other Panes

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