Data & Integrations

• Understand data objects
• Manage your data model
• Manage your data connectors
• Understand usage data
• Manage your account hierarchy
• Manage your products and account types

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• Manage visibility for privileged account data
• Manage visibility for hidden account data
• Manage visibility for sensitive user data
• Manage editability for data (read only)
• Remove accounts from Totango
• Configure data retention policies

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• Attributes and data types
• Attribute dimensions
• Attribute sources and default values
• Configure lifecycle status attributes
• Configure custom metrics
• Configure hierarchy roll-ups

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• Prepare a data file for upload (CSV)
• Upload a local file
• Export a local data file
• Configure a data file connection
• Schedule a data file for import
• Schedule a data file for export

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• Configure a Salesforce connection
• Understand Salesforce data fields for account integration
• Integrate data with Salesforce
• Use natural language in query filters
• Import aggregated data from Salesforce
• Salesforce integration FAQs

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• Configure a HubSpot integration
• Use advanced query filtering in a Hubspot integration
• Configure a Zoho CRM integration
• Configure an MS Dynamics integration
• Integrate data with your CRM
• Apply a function to an integration mapping

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• Configure a Google BigQuery connection
• Configure a Microsoft SQL Server connection
• Configure a PostgreSQL connection
• Configure a Snowflake connection
• Configure an Oracle connection
• Configure a Databricks connection

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• Understand support and ticketing data
• Configure an Intercom integration
• Configure a Jira integration
• Configure a Zendesk integration
• Configure a ZoomInfo integration
• Configure the Totango app in Zendesk

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• Configure a Pendo integration
• Configure a Mixpanel integration

• Personal Access Token and Service ID
• Configure Totango's JavaScript collector
• Configure a Segment.com integration (client-side)
• Configure a Segment.com integration (server-side)
• Totango HTTP API
• API rate limit

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• Understand virtual collections
• Configure a connector for a virtual collection
• Configure a virtual collection widget

• Import Totango data into Power BI
• Enable Outlook calendar integration
• Configure a Chorus.ai Integration
• Configure a Gong integration
• Configure a Microsoft Teams Call Recordings integration
• Configure a Zoom webinar integration

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