Enreach

When connecting Enreach to Plecto, you have to add your web service username and web service password in Plecto. Therefore, you need to request the login information from Enreach.

1. Contact the Enreach support and ask for the web service information for connecting to Plecto.

Upon receiving the login information, Enreach will also have created a user account for you in their system, where you will have to log in with the received username and password and manage the lead export view (explained in Step 2). The user you have to log in as is called Plecto_API_USER.

After having received your login information, you need to configure in Enreach what fields you want to export to Plecto.

You can manually select projects and campaigns to send from Enreach to Plecto. If you do not select any projects or campaigns, Plecto will import all of them by default.

1. Open Enreach and log in with your username and password.

2. Go to Organization > Log In As Another User. Click Plecto_API_USER to log in.

3. Go to Leads > Lead Admin. You can see the lead export search name api_import_export under My custom views. This is where Plecto gets the data about your leads.
   If you want to only select specific projects to export to Plecto, click Projects, Campaigns, and Lead Pools and select the projects and fields you want to send to Plecto.

4. Click on the section Columns. Here, you select the fields you want to export, and Plecto will fetch data from the selected fields.

5. Click Save to finish.

6. Move to Step 3.

1. Open Plecto.

2. Go to Data management > Data sources > + New data source > Enreach.

3. Enter the web service username and password you received from Enreach.

4. Select an installation from the dropdown list. This represents the system URL in which you logged in in the previous step, for example, https://hero02.herobase.com/.

5. Click Next to continue.

6. Select the data types you want to import.
   

   Calls	You will see a field called Organization code. This field is not required. However, if you have multiple organizations in Enreach that use the same credentials, you can provide the organization code so that Plecto imports the right data.
   Leads	Here you will see the lead export search name. By default, the search name is api_import_export. If you have changed the lead export search name in Enreach, make sure to use the new name in this field.

7. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings.

8. Click Next to finish and import your data.

For each data type you import, Plecto will create one data source and list it under Data management > Data sources. You can import the following data from your Enreach account to Plecto:

• Agent Ready Periods

• Calls

• Leads

To see all your data, you have to run a manual data import. Follow the steps below:

1. Open your data source settings, then click Import more data.

2. Select a time period and click Start import. Plecto will import your data along with custom fields.

3. You can now see all the available data source fields in the section Fields in the data source settings. Select which fields you want to show in your data source, then click Save. Plecto will add these fields to the data source view.

4. Since the newly-added fields are still empty, you need to run another manual import. Go back to the data source settings and repeat steps 1 and 2.

You will now see all data related to the custom fields in your data source.

If you want to import data from your Enreach reports, you need to copy-paste the Report API Request (or "payload") from your Enreach console into Plecto when you create a new Plecto data source.

Enreach says the easiest way to build the API request is to make the report in the UI and then copy from the console:

1. Open Network

2. Open a report you want to get the numbers from

3. Click Calculate

4. Choose the bottom one and click Request

5. Copy the string

Here's an example of how the string could look like (unformatted):

{"name":"","rowSegmentations":[{"excludeIfNoValues":true,"users":{"userUniqueIds":[],"includeInactive":true}}],"columns":[{"workSchedulePlannedTasks":{"type":"TimeTotal","header":"Scheduled login"}},{"postProcess":{"predefined":"ContactTimeTotal","header":"Login "}},{"customColumn":{"customColumnUniqueId":"MRCCD2E2206","header":"Utilization"}},{"customColumn":{"customColumnUniqueId":"MRCCD3E2206","header":"Talktime"}},{"customColumn":{"customColumnUniqueId":"MRCCD4E2206","header":"Wrap-up"}},{"customColumn":{"customColumnUniqueId":"MRCCD5E2206","header":"Dial-up"}},{"customColumn":{"customColumnUniqueId":"MRCCD6E2206","header":"Preparation"}},{"customColumn":{"customColumnUniqueId":"MRCCD7E2206","header":"AHT"}},{"customColumn":{"customColumnUniqueId":"MRCCD8E2206","header":"CPH"}}],"criteria":[{"time":{"type":"Days","offset":0,"count":1,"customTimeFrom":null,"customTimeTo":null}},{"excludeIfNoValues":true,"organization":{"organizationalUnitUniqueIds":["OU1139E2206"]}},{"excludeIfNoValues":true,"campaigns":{"campaignUniqueIds":["CAMP12707E2206","CAMP12726E2206","CAMP12733E2206","CAMP12734E2206","CAMP12764E2206","CAMP12765E2206","CAMP12766E2206","CAMP12767E2206","CAMP12812E2206","CAMP12813E2206","CAMP12814E2206","CAMP12930E2206","CAMP12932E2206","CAMP12934E2206","CAMP12936E2206","CAMP12937E2206","CAMP12938E2206","CAMP12939E2206","CAMP12940E2206","CAMP13092E2206","CAMP13093E2206","CAMP13094E2206","CAMP13095E2206","CAMP13096E2206","CAMP13097E2206","CAMP13098E2206","CAMP13099E2206","CAMP13207E2206","CAMP14135E2206","CAMP14137E2206","CAMP14138E2206","CAMP14139E2206","CAMP15110E2206","CAMP16016E2206","CAMP17406E2206","CAMP17407E2206","CAMP17408E2206","CAMP17409E2206","CAMP17410E2206"],"projectUniqueIds":[],"includeInactive":true}}]}