An overview of HeroBase's Data Types, Useful Facts and Tips & Tricks.
How to get access to HeroBase's API
To get access to HeroBase's API, you need to order a web service login from HeroBase through their support: firstname.lastname@example.org
When you receive the login, they will also create a so-called UI user which you'll need to log in as and create a lead export view. This User is called API Plecto.
1. Change the user
Go to 'Organization' and click on 'Log in as another user':
Log in as another user.
2. Log in as the Plecto API user
Log in as the Plecto API user:
Switch user to the Plecto API user.
3. Create or edit the export view
Navigate to 'Leads' and 'Lead Admin' to create or edit the export view (api_import_export):
Navigate to Lead Admin with the Plecto API user to create or edit the export view.
Create or edit the the export view to manage projects, campaigns and columns to be sent to Plecto.
Manage projects and campaigns from HeroBase
You can select specific projects and campaigns to be sent to Plecto. If you do not select any, Plecto will automatically and per default import all.
Plecto imports per default all projects and campaigns.
Make sure you are logged in as the Plecto API user when you manage specific projects and campaigns. It is crucial that this is selected by the API user - otherwise Plecto will not be able to import the data related to the projects and campaigns.
Manage custom fields from HeroBase
If you have created any custom fields in HeroBase, you can import them to Plecto in just a few steps.
- Go to 'Columns' to manage all columns to be sent to Plecto
- Find your custom fields on the list (check all or select chosen fields to be sent to Plecto):
- The field will be imported to Plecto as soon as there is a registration that has data in the new field.
Go to columns and manage the fields.
Select all relevant fields to be sent to Plecto.
Make sure you are logged in as the Plecto API user when you manage custom fields in the lead view. It is crucial that this is selected by the API user - otherwise Plecto will not be able to import the data related to the fields.
Install Hero Leads in Plecto
4. Go to Plecto and connect as per below description.
- Install Hero Leads in Plecto
- Write the name of the view in the 'Lead export search name': api_import_export:
The name of the export search name should reflect the view name in HeroBase. api_import_export is the default name.
5. Importing custom fields to Plecto
The fields will appear under 'Settings' on the data source in Plecto after you run a manual re-import.
- Go to the settings on HeroBase Leads
- Click 'Import more data' and select from and to date
- When the import is done, the fields will appear below under 'Fields'
- Check the fields, click 'Save' and run another re-import to import data related to the fields
Run a manual re-import of the data.
Select all relevant fields to be imported to Plecto. These are the custom fields you've selected among your fields in the lead view in HeroBase using the API user.
After a manual re-import, all fields and related data is imported to Plecto.
Important to note about custom field types:
If you need to use a field as a number in Plecto you need to contact Plecto support to change the type of field because HeroBase currently do 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: email@example.com 👍
Known Issues and Workarounds
Total Call duration does not match results in HeroBase:
This is often because the dialling time does not match.
You have to use the field “Seconds” from the data source “Agent Ready Periods” instead of “Dialling duration” from the "Hero Calls" data source.
It is not necessary to include the Agent Ready Periods data if you use the power dialer in HeroBase (the time difference will be almost nothing) but it is very important when using the predictive dialer.
So if you use the predictive dialer in HeroBase, then the total time calculation will be;
“Conversation duration” + “Preview duration” + “Wrap up duration” (all from Hero Calls) + “Seconds” (From Hero Agent Ready Periods)
So if you use predictive dialer then your formula should look like this:
You can see that the first three formula boxes pull data from the "Hero Calls" data source, whilst the last formula box highlighted pulls data from the "Hero Agent Ready Periods" data source .
So if you use power dialer then your formula should look like this:
You can see that all the formula boxes pull data from the "Hero Calls" data source. Instead of pulling data from the "Seconds" field in "Hero Agent Ready Periods" data source, you use the "Dialing duration" field from "Hero Calls".