Customer Data Hub Overview

Overview

The Customer Data Hub is your home for bringing your data into Totango. Bring data in from anywhere and you don't need a data team to get going with our quick and intuitive design and easy integration set up. And you're in control with our in depth notification settings and permission based access.

Key Features

• Bring data in from anywhere
  • CRM and Support
  • CSV Data Files
  • Virtual Collections
  • Product Integration
  • HTTP API
• Intuitive Design
  • Load and map data files in seconds
  • Set up recurring uploads with easy custom scheduling
  • Chose from a marketplace of popular integrations
• In Depth Control
  • Decide who receives data notifications and when
  • Set up notifications to go to email, Slack, webhook or all 3
  • Limit access your Customer Data Hub for ultimate control over your data

Getting Started

To get started, navigate to the Customer Data Hub under Global Settings > Data Management and explore your options. You can search for a connector using the search box or filter connectors by type or object you need to sync to Totango:

Easily find which integrations can sync data for the objects you seek. For example, search for which connectors that can sync accounts or tasks?

Every connector displays specific data on successful and failure integration jobs.

Before adding any data, you may want to make sure you are familiar with the Data Modeler.

Then check out these guides for step by step instructions and more details:

• Using CSV files
• Connecting to Salesforce
• Connecting your Support Data
• Integrating your Product for Usage Data
• Setting up Virtual Collections

Now that you have your data following, learn how to display it on the Account Profile!