How to connect Enreach (previously HeroBase) to Plecto.
HeroBase has become part of the Enreach Campaigns brand. As far as our integration goes, nothing changes. The available data types and the connection process stay the same as before.
An Enreach dashboard example.
With our integration to Enreach, you can import the following data types to Plecto: Agent Ready Periods, Calls, Leads. Please visit our Enreach integration page to see the technical details on the available data types, such as update frequency, custom field support, and more.
When connecting Enreach to Plecto, you have to add your web service username and password. Therefore, you need to request the login information from Enreach. 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. The user you have to log in as is called Plecto_API_USER.
To connect Enreach to Plecto, you first need to log in to the Enreach system and configure the fields you want to export from Enreach to Plecto. After that, you need to create a data source in Plecto and import the data from Enreach.
1) Manage projects and campaigns from Enreach
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.
- Open Enreach and log in with your username and password.
- Go to Organization > Log In As Another User. You must log in as the Plecto API User, as this is the user managing data between Plecto and Enreach. Click on "Plecto_API_USER" to log in.
Be aware: It is important that you log in as the Plecto API User. Otherwise, Plecto will not be able to import the data related to your projects and campaigns.
- Go to Leads > Lead Admin. You can see the lead export search name api_import_export under "My custom views." This is from where Plecto gets the data about your leads.
- If you want to only select specific projects to export to Plecto, click on "Projects, Campaigns, and Lead Pools" and select the projects and fields you want to send to Plecto.
- Click on the section "Columns." Here you select the fields you want to export, and Plecto will fetch data from the selected fields.
- To finish, click the "Save" button.
2) Import data to Plecto
- Go to Data management > Data sources > + New data source > Enreach in Plecto.
- Enter the web service username and password you received from Enreach.
- Select an installation from the drop-down list. This represents the system URL in which you logged in in the previous step, for example, https://hero02.herobase.com/.
- Click "Next" to continue.
- 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 your Enreach system settings, make sure to use the new name in this field.
- Agent Ready Periods
- Click "Next" to continue. Plecto will now create one to three new data sources, depending on the number of data types you import.
Note on Organization codes: The organization code for a user is often their username or email, and the code for an organization unit is the unit name. In other cases, the organization code could be an external ID (from a finance system or similar).
- To see all your data, you have to run a manual data reimport. Open the data source settings, then click "Import more data" and select a time period.
- You can see the new imported fields in the section "Fields." Select the fields you want to display in your data source, then click "Save."
- To see data in the newly imported fields, you will have to run another reimport. Go back to the data source settings and click on "Import more data." You will now see all data related to the custom fields in your Plecto data source.
Important to note about custom field types
If you need to use a field as a number in Plecto, please contact our Support team who will change the type of field for you. This action is necessary as Enreach currently does not support the concept of field types.
Plecto will not automatically delete fields that have been removed from the export view, but you can always contact support if you want some fields removed. 👍
Total call duration does not match results in Enreach
In some cases, the total call duration does not match the results in Enreach because of the dialing time. You have to use the field "Seconds" from the data source "Agent Ready Periods" instead of "Dialing duration" from the data source "Calls."
It is unnecessary to include data from the data source "Agent Ready Periods" if you use the power dialer in Enreach (the time difference will be almost nothing). However, it is very important to include data from "Agent Ready Periods" when using the predictive dialer.
- If you use the power dialer in Enreach, the total time calculations will look like the following. The data sources are indicated in parentheses.
Conversation duration (Calls) + Preview duration (Calls) + Wrap up duration (Calls) + Dialing duration (Calls)
Here is also a formula example for using a power dialer:
All the formula components pull data from the same "Calls" data source. Instead of pulling data from the "Seconds" field in "Agent Ready Periods" data source, you use the "Dialing duration" field from "Calls."
- If you use the predictive dialer in Enreach, the total time calculation will look like the following:
Conversation duration (Calls) + Preview duration (Calls) + Wrap up duration (Calls) + Seconds (Agent Ready Periods)
Here is a formula example for using a predictive dialer:
You can see that the first three formula components pull data from the "Calls" data source, while the last formula box pulls data from the "Agent Ready Periods" data source .