When connecting Enreach Outbound with Board, you will need to use your web service username and the code provided by Enreach support.
We strongly recommend creating a separate API user in Enreach.
Please note that you must use a web service user to set up the integration.
Set up data source
Follow these steps to set up the Enreach Outbound integration with Board:
1. Go to Settings > Integrations
2. Click on Add Integration and select Enreach Outbound
3. Optionally, name the data source if you have multiple data sources of the same type
4. Enter the full address of your Enreach Outbound web service
For example, if you log in via "https://hero01.herobase.com," the address is https://wshero01.herobase.com/api
5. Enter your username and password
We strongly recommend creating a new user for the integration between Enreach Outbound and IntraManager Board. However, you can also use any user with administrator rights.
By creating a new user, you ensure that data limits from Enreach are not exceeded. It also allows you to deactivate the user after using Board and ensures that Board retains access to data even if the administrator is no longer employed by the organization.
Once this user is created, you typically need Enreach support to activate the user's access to the web service with the following read permissions:
SimpleLeads
Calls
Campaigns
LeadDefinitions
Organization
Webservice address
6. Optionally, click Check Credentials to validate the details. If everything is validated, it will be highlighted in green. If access is not granted, it will be highlighted in red. Contact Enreach support to enable access to the web service.
7. Finish by clicking Save.
KPI's
With the integration Enreach Outbound it is possible to create your own KPI's.
When creating custom KPIs based on Enreach data, the field in Enreach must be configured to be an integer if you would like to be able to sum up the value.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article