LeadDesk

A guide on how to integrate LeadDesk with Plecto.

Last updated: July 26, 2022

LeadDesk provides an SQL server to its clients that can be used for reporting. Since Plecto can integrate directly with SQL, it makes connecting it to LeadDesk really easy.

Before you connect LeadDesk to Plecto, you need to request login information from LeadDesk.

  1. Send an email to support@leaddesk.com and ask for SQL Reporting Server login details for use with Plecto – you will have to use the login details when creating a MySQL data source in Plecto. LeadDesk will also want to know our public IP addresses for whitelisting.
  2. After having received an email reply, you can retrieve the login information. Follow the directions in the email.

You should receive a response in the following format. Use this information to integrate LeadDesk with Plecto in step 2.

{"username":"1234_name","password":"password_here","hostname":"hostname_here"}.

Be aware

Please know that your access will not work until LeadDesk has carried out the IP whitelisting.

  1. Go to Data management > Data sources > + New data source > MySQL.
  2. Enter the following database settings:
    Name: Give a name to your credentials.
    Server type: MySQL
    Hostname: reporting.leaddesk.com
    Port: 3306
    Database name: cc_1234. Replace the "1234" with your ID number. The ID is visible as the first four characters in your LeadDesk username.
    Username: Provided by LeadDesk
    Password: Provided by LeadDesk
    Use SSH Tunnel: Select this if you want to pass your data over an encrypted connection.
  3. Click Continue.
  4. Configure SQL statements for the data you want to pull from LeadDesk to Plecto, then click Save.
Need help with SQL statements?

We have created some SQL statements that are available on request. Contact our support team for more information.

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