Data & Customer Data Hub
Getting Started: Data Overview
- Customer Data Hub Field Functions
- Introduction to Totango Data Terminology
- Basic Requirements: Account & User ID
- Introduction to Hierarchy
- Getting Started: An Introduction to Totango Data Modeling & Structure
- Getting Started: Data Modeling Guide
Data Modeler
- Lifecycle Status Attributes
- Create Account, User and Collection attributes of type Multi-select List
- Attributes Limitations and Validation
- Data Modeler Overview
- Manage your Attribute Dimensions
- Control Your Data with Read Only Attribute Settings
Connecting Salesforce
- Sync Salesforce Data into Totango
- Validating Salesforce.com Data Integration
- Which Salesforce.com data-fields should I sync with Totango?
- Totango App in Salesforce Overview
- Installing the Totango App in Salesforce
- Setting Up a Totango Tab in Salesforce When Using a Custom Domain
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 ⏯
- I need help with setup
- I uploaded my accounts a few minutes ago. Why can't I see them in Totango yet?
- Customer Data Hub File Encryption
Customer Data Hub - CRM Integrations
Customer Data Hub - Data Warehouses Integrations
Connecting Your Web Application
Multiproduct & Hierarchy
- Hierarchy Overview & Design Considerations
- Getting Started with Hierarchy Using CSV Files
- Getting Started with Hierarchy Using SFDC
- Javascript Tracker within a Hierarchy Context
- HTTP API within a Hierarchy Context
- Client-Side Segment Integration - Analytics.js browser integration
HelpDesk Integration Guides
- Connecting Jira Service Management (Formerly: Jira Service Desk) to Totango
- Make Your Support Tickets Data Visible And Actionable in Totango
- Connecting Zendesk to Totango
- Freshdesk Events in Totango
- Desk.com Events in Totango
- Installing the Totango App into Zendesk
Virtual Collections
Totango Data API
- Audit Log API
- User Delete API
- Touchpoints API
- Search API
- Customer Data Hub API
- Totango HTTP API Overview