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Table of contents

Step 1: Get your 4Com credentials

To integrate your 4Com data with Plecto, you have to provide a username and an API token. Only Super Users and Restricted Users can generate API tokens in 4Com.

  • Username is the email you use to log in to 4Com.

  • API Token is a unique ID that you can generate in 4Com.

To access your token, go to Configuration > System Settings > API. From there, you'll be able to generate a new API token.

Step 2: Connect 4Com to Plecto

  1. Go to Data management > Data sources > + New data source > 4Com.

  2. Provide your username and an API token.

  3. Click Next.

  4. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  5. Click Next to finish and import your data.

Available data types

Currently, you can import the following data types from 4Com:

  • Calls

What to do if there are duplicate employee profiles?

After integrating 4Com, Plecto will create new employees in your organization. It might be that some employee profiles have duplicates. If so, you will have to merge the duplicate profiles manually.

  1. Go to Organization > Employees.

  2. Click the Actions button on the right of an employee profile, then click Merge with another employee.

  3. Choose the duplicate profile, then click Merge.