1. In Totango, click Settings from the left nav.
2. Expand Data Management > Customer Data Hub.
3. From the list of active connectors (left), choose Workspace Tools.
4. From the list of available connectors, hover over Chorus.ai, and click Connect.
   
5. Add a name, description, and authentication token from Chorus.
   
   

   Authentication tokens are available to Chorus.ai administrators. Contact your Chorus.ai admin to obtain a token.

6. Click Add Connection.

You can now set up a scheduled integration usage job.

1. From within Totango, locate the established Chorus connection.
2. Click +Create Integration.
3. Click Touchpoints Inbound.
   A new integration page appears.
4. From the Object Fields drop-down, select the event fields you want to use from Chorus.
5. Click Load Preview. 
6. In the Map and Format Data Fields area, Totango attempts to map the columns in the data source (Chorus) with attributes in Totango. Ensure that the source field (left) maps to the desired Totango attribute (right). 
   
   Required attributes include:
   • Account ID: The account ID in Chorus (typically Salesforce ID if used) that maps to the Totango account ID. Foreign key is supported for other configurations.
   • Touchpoint ID: The engagement ID from Chorus that maps to the Totango touchpoint ID
   
   Locked fields include:
   • Content: The meeting summary in Chorus that maps to the touchpoint description 
   • Subject: The meeting subject in Chorus that maps to the touchpoint subject
   
   Other fields include:
   • Touchpoint Date: The meeting date in Chorus that maps to the touchpoint date
   • Created By: The meeting creator in Chorus that maps to the touchpoint creator (Totango team member)
   • Participants: The meeting participants in Chorus that map to touchpoint participants. The integration looks at attendees (internal and external) with matching email addresses in Totango (Totango team members and customer contacts/users).
   
7. When fields are mapped, click Validate Mapping. The validation must be successful in order to proceed.
8. The first 10 records will values appear. Preview the data in the file to ensure it looks correct. 
9. From the Settings area, set the following:
   • Name: Add a name to help you identify the job later.
   • Description: Add a description for the job.
   • Allow new accounts/objects creation: Allow new records to be created during the integration. If disabled, only records that already exist in Totango will be affected by the job (default).
10. From the Schedule area, set the following:
    • Run: Choose the recurring schedule you want this job to run. The default is 11PM your instance timezone. The reason for this, is so that the data is always delivered right before your daily is processed. It is highly recommended not to change this.

      A Chorus usage integration looks at yesterday's data; therefore, the job frequency can run daily (at most). 

    • Sync immediately after saving: Run the job now and then run according to the schedule thereafter, or run it according to the next schedule only.
    • Enable integration scheduling: Allow the scheduling job. If unchecked, the job will be saved in a disabled state.
11. Click Save and Sync.
12. The job is saved, and you can monitor upload progress in real time. The sync status changes automatically as the job completes.
13. Click inside a job to view more details.

Data will be immediately reflected in the UI once the processing is done for the selected job:

• Last 7 days of events upon initial sync
• Last 1 day of events going forward

The import timeframe allows Chorus to analyze recordings and generate summaries and action items. It is possible that a meeting to get synced as an empty touchpoint if the Chorus analysis process was not complete prior to the Totango sync. In those events, the empty touchpoint(s) will be updated appropriately in the next sync job.