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:
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A SharpSpring account ID
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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 |
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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.
Menu |
Description |
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Report |
Select the SharpSpring report you want to run. The following reports are available:
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Contact ID |
Enter the ID of the contact you want to retrieve information for. |
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Send ID |
Enter the send ID you want to retrieve information for. |
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First Name |
Enter the first name of the user you want to retrieve information for. |
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Last Name |
Enter the last name of the user you want to retrieve information for. |
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Display Name |
Enter the display name of the user you want to retrieve information for. |
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Lead |
Enter the lead ID you want to retrieve information for. |
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Opportunity |
Enter the opportunity ID you want to retrieve information for. |
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Account |
Enter the account ID of the user you want to retrieve information for. |
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Campaign |
Enter the campaign ID you want to retrieve information for. |
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Deal Stage |
Enter the DealStage ID you want to retrieve information for. |
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Opportunity Lead |
Enter the opportunity lead ID you want to retrieve information for. |
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Timestamp |
Select whether the report data corresponds to the Created or Updated date in the report. |
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Activity Status |
Select True to pull only active data; otherwise select False. |
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Duration |
Select whether you want to pull data for a specific date or a date range. |
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Report Date |
Select whether the report data is for a specific date or for a relative number of days back from today. |
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Select Specific Date |
Select the date for the report. |
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Days Back |
Enter the number of past days that should appear in the report. |
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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. |
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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. |
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Select Specific Start Date |
Select the first date in your date range. |
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Select Specific End Date |
Select the second date in your date range. |
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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. |
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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.
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