Step 2: Integrate Adversus with Plecto
In Plecto, go to Data sources > New data source > Adversus.
(Optional) Rename your credentials.
Enter your Adversus API user's username and password and click Next.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
ClickΒ NextΒ to choose how much data to import and how long you want to keep it in the data source.
ClickΒ ImportΒ to finish.
Available data
Currently, you can import the following data from your Adversus account to Plecto:
Appointments
With Appointments from Adversus, you'll be able to get some insight into the meetings, the sales reps have produced, and the details surrounding these meetings.
Update frequency: 2m
Default member field: userId
Default date field: created
Supports custom fields? No
Supports automatic registration deletion? No
Supports relations? No
Calls
Adversus Calls will enable you to keep track of your calling activities and to benchmark your team's performance in real-time.
Update frequency: 2m
Default member field: userId
Default date field: endTime
Supports custom fields? No
Supports automatic registration deletion? No
Supports relations? No
Leads
Adversus Leads will allow you to get an overview of leads generated and processed, and the outcome of this processing.
Update frequency: 2m
Default member field: lastContactedBy
Default date field: created
Supports custom fields? Yes
Supports automatic registration deletion? No
Supports relations? No
Sales
Adversus Sales will allow you an overview of the sales, generated from the successfully processed leads.
Update frequency: 2m
Default member field: closedBy
Default date field: closedTime
Supports custom fields? No
Supports automatic registration deletion? No
Supports relations? No
Sales Lines
If a deal consists of multiple lines, these will be showcased here. This help breaking down the sales into its components.
Update frequency: 2m
Default member field: closedBy
Default date field: closedTime
Supports custom fields? No
Supports automatic registration deletion? No
Supports relations? No
Sessions
Adversus Sessions offer data on the sessions that have been completed.
Update frequency: 2m
Default member field: userId
Default date field: endTime
Supports custom fields? No
Supports automatic registration deletion? No
Supports relations? No