Data & Customer Data Hub

Data Overview

• Getting Started: An Introduction to Totango Data & Structure
• Getting Started: Importing Data into Totango
• CSV file best practice and FAQ
• An introduction to Totango data structure (101):
• Customer Data Hub Overview
• Attributes Overview

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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

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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

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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

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Customer Data Hub - CRM Integrations

• Customer Data Hub Matching Mechanism
• Sync Totango Attributes to Your CRM with Write-Back Capability
• Streaming Data Using Customer Data Hub CRM Integrations
• Configuring CRM Integration Connections
• Account / User / Collection binding for CRM

Customer Data Hub - Data Warehouses Integrations

• Configuring Data Warehouse Integration Connections
• Customer Data Hub IP Whitelisting
• Streaming Data Using Customer Data Hub Data Warehouses Integrations

Connecting Your Web Application

• Totango Product Integration (AKA Javascript Collector)
• Getting Data from Segment.io
• API Terms & Concepts
• FAQ - Integration with Web-app

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

• 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
• Zendesk Data in Totango Overview

Virtual Collections

• Configuring an OAuth Application in Jira Service Desk
• Virtual Collections Overview
• Managing Virtual Connectors for Collections
• Configuring an OAuth Connected App in Salesforce
• Configuring an OAuth Application in Zendesk
• Technical Configuration of a Virtual Collection

Totango Data API

• Audit Log API
• User Delete API
• Touchpoints API
• Search API
• Customer Data Hub API
• Totango HTTP API Overview

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