SharpSpring Connector

Intro

SharpSpring provides powerful, affordable marketing automation. To learn more about the SharpSpring API, visit their page (https://help.sharpspring.com/hc/en-u...n-API-Overview).

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

A SharpSpring account ID
A SharpSpring secret key

For information about obtaining a secret key, see https://help.sharpspring.com/hc/en-u...n-API-Overview.

Connecting to Your SharpSpring Account

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

Field	Description
Account ID	Enter your SharpSpring account ID.
Secret Key	Enter your SharpSpring secret key.

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

Account	Retrieves a single account by its ID.
Account List	Retrieves a list of accounts.
Account List By Date	Retrieves a list of accounts that have been either created or updated within a given date range.
Campaign	Retrieves a single campaign by its ID.
Campaign List	Retrieves a list of campaigns.
Campaign List By Date	Retrieves a list of Campaigns that have been either created or updated within a given date range.
DealStage	Retrieves a single DealStage by its ID.
DealStage List	Retrieves a list of DealStages.
DealStage By Date	Retrieves a list of DealStages that have been either created or updated within a given date range.
Email Status	Retrieves a status determining whether an email job has been sent or is in queue.
Fields List	Retrieves a list of Field objects. This function is extremely useful for retrieving a list of all custom fields and system fields available in SharpSpring. Every result will have a "systemName" which is the key that must be specified in order to update that field for a specific lead.
Lead Event List	Retrieves a list of SharpSpring Lead events. Either a lead ID or an event timestamp can be specified. When an event timestamp is specified, the API will return all events that happened after the given timestamp.
Leads By Email	Retrieves an ordered set of Form Event History records via an email. Useful for de-duping leads in your own CRM.
Lead	Retrieves a single lead by its ID.
Leads List	Retrieves a list of leads.
Leads List By Date	Retrieves a list of leads that have been either created or updated within a given date range.
Member List	Retrieves the lists that a particular contact is a member of.
Opportunity	Retrieves a single opportunity by its ID.
Opportunities List	Retrieves a list of opportunities.
Opportunities List By Date	Retrieves a list of opportunities that have been either created or updated within a given date range.
OpportunityLead	Retrieves a single opportunity lead by its ID.
OpportunityLead List	Retrieves a list of opportunity leads.
OpportunityLeads List By Date	Retrieves a list of opportunity leads that have been either created or updated within a given date range.
User Profiles List	Retrieves a list of user profile objects.

Contact ID

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

Send ID

Enter the send ID you want to retrieve information for.

First Name

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

Last Name

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

Display Name

Enter the display name of the user you want to retrieve information for.

Lead

Enter the lead ID you want to retrieve information for.

Opportunity

Enter the opportunity ID you want to retrieve information for.

Account

Enter the account ID of the user you want to retrieve information for.

Campaign

Enter the campaign ID you want to retrieve information for.

Deal Stage

Enter the DealStage ID you want to retrieve information for.

Opportunity Lead

Enter the opportunity lead ID you want to retrieve information for.

Timestamp

Select whether the report data corresponds to the Created or Updated date in the report.

Activity Status

Select True to pull only active data; otherwise select False.

Duration

Select whether you want to pull data for a specific date or a date range.

Report Date

Select whether the report data is for a specific date or for a relative number of days back from today.

Select Specific Date

Select the date for the report.

Days Back

Enter the number of past days that should appear in the report.

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.

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 SharpSpring Account

Credentials Pane

Details Pane

Other Panes

Comments

Knowledge Base

Intro

Prerequisites

Connecting to Your SharpSpring Account

Credentials Pane

Details Pane

Other Panes

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