Data & Customer Data Hub
Data Overview
- Getting Started: An Introduction to Totango Data & Structure
- Customer Data Hub Overview
- Attributes Overview
- Totango Integration Requirements for Campaigns
- Streamline Workflows by Adding Totango Touchpoints or Tasks from External Web Apps
- Design Consideration: Account & User ID
Data Modeler
- Lifecycle Status Attributes
- Data Modeler Overview
- Manage your Attribute Dimensions
- Control Your Data with Read Only Attribute Settings
- Accurately Display Contract Values with Formatted Currency Attributes
- Privileged Access - Control access to Sensitive Data
Connecting Salesforce
- Salesforce Data Connection: Sync Salesforce.com Data into Totango
- Which Salesforce.com data-fields should I sync with Totango?
- Account and User binding
- Mirror Objects in Salesforce
- Totango Salesforce.com Application: Access Totango from within Salesforce.com
- Full Synchronization of Tasks and Touchpoints With Salesforce
Customer Data Hub - Data Files
- Template CSV file with sample accounts for Community Edition & Free Trial
- Preparing Your Data - Video Tutorial ⏯
- Uploading Your Data - Video Tutorial ⏯
- Uploading Data Files Using Customer Data Hub
- Customer Data Hub Files Overview
- Configuring File Integration Connections
Customer Data Hub - CRM Integrations
Connecting Your Web Application
Multiproduct & Hierarchy
HelpDesk Integration Guides
Virtual Collections
Totango Data API
- Audit Log API
- User Delete API
- Touchpoints API
- Search API
- Customer Data Hub API
- Totango HTTP API Overview