Enreach

To integrate Enreach with Plecto, you have to add the following credentials:

• web service username

• web service password

To get these credentials, contact Enreach support and ask for web service information. In addition, you can ask them to enable the Calendar Events endpoint for you – this will allow you to import your calendar events from Enreach to Plecto.

Once you have the credentials, move on to Step 2.

1. In Plecto, go to Data management > Data sources > + New data source > Enreach.

2. (Optional) Rename your credentials.

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 you want to import and configure the settings. Here, you can change the title, choose the default date, select which fields to import, and more.

7. Click Next to choose how much data to import and how long you want to keep it in the data source.

8. Click Import to finish.

You can import the following data from your Enreach account to Plecto:

• Agent Ready Periods

• Calls

• Leads

• Reports

• Calendar Events – To get this data, you'll have to contact Enreach support and ask them to allow you to call the Calendar Events endpoint. The automatic imports in Plecto will run from the last hour to next 60 days, which allows you to import all upcoming events for the next 2 months as well as cover any updates (changes, cancellations) within the past hour.

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}}]}