If you want to see the status of your integration:
Step 1. From the top right menu, go to Integrations.
On this page, you will be able to see: the name of the integration, the partner, the status, and the creation date.
Step 2. Click on the integration you want to view.
In this section, you will be able to view:
- Date, time and status of the last data synchronization.
- The number of new contacts and purchases created in each sync.
- The number of new contacts and purchases that had been updated in each sync.
Manage Rules to your Integration
If you want to match the fields that PUSHTech will receive from each integration:
Step 1. You need to click the edit option of the integration
In this part, you will see all the fields that we are going to receive.
Step 2. Click on the edit option to match the PUSHTech field that fits perfectly with the integration field.
Step 3. Select the most appropriate type, tag and click Add tag
Step 4. Corroborate the matching in the Mapping fields configuration table
- Question key: field sent by the partner
- Field type: type of field. For example: Text, Number, Date, True/False, etc.
- Description: you can add a short description to further explain this field.
- PUSHTech key: field to be used in PUSHTech
- Source: where you will find this field in PUSHTech, either in custom contact fields or contact/purchase fields.
Step 5. Don't forget to save your work. Click the Apply new settings button to save your changes.
This is a new feature in PUSHTech. Please contact us at customer.success@pushtech.com if you do not see it in your account.
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