Data & Customer Data Hub
Getting Started: Data Overview
- Customer Data Hub Field Functions
- Indication of Customer Accounts Quota and its utilization
- Archiving Accounts
- Canonical ID: Using Foreign Keys to easily import data to Totango
- Introduction to Totango Data Terminology
- Basic Requirements: Account & User ID
Data Modeler
- Lifecycle Status Attributes
- Hide Attributes, Metrics, and Rollups - Why, How, and Where
- Update Multi-Select List attributes using Customer Data Hub
- Create Account, User and Collection attributes of type Multi-select List
- Attributes Limitations and Validation
- Data Modeler Overview
Connecting Salesforce
- Salesforce Aggregation using SOQL GROUP BY
- Full Synchronization of Tasks and Touchpoints With Salesforce (New connector).
- Sync Salesforce Data into Totango (Legacy connector)
- Validating Salesforce.com Data Integration
- Which Salesforce.com data-fields should I sync with Totango?
- Totango App in Salesforce Overview
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 ⏯
- Download tasks and touchpoints to a local CSV file
- 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 - CRM Integrations
- HubSpot Query Filter Limit Workaround
- Configuring Zoho CRM Connection
- Configuring Hubspot Connection
- Configuring MS Dynamics Connection
- Configuring Salesforce Connection
- Customer Data Hub Matching Mechanism
Customer Data Hub - Data Warehouses Integrations
- Using SSH Tunnel for Data Warehouses Integrations.
- Configuring Google BigQuery Connection
- Configuring MS SQL Server Connection
- Configuring PostgreSQL Connection
- Configuring Snowflake Connection
- Configuring Amazon Redshift Connection
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 Intercom to Totango
- Connecting Jira to Totango
- 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
Virtual Collections
- Configuring an OAuth Application in Jira (Cloud only) for Virtual Collection
- Configuring an OAuth Application in Jira Service Management (Cloud only) for Virtual Collection
- Virtual Collections Overview
- Managing Virtual Connectors for Collections
- Configuring an OAuth Connected App in Salesforce
- Configuring an OAuth Application in Zendesk