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How to integrate Telemagic with Plecto

  1. Go to Data management > Data sources > + New data source > Telemagic.

  2. (Optional) Rename your credentials.

  3. Insert your Telemagic username and password.

  4. Enter your Telemagic subdomain. The subdomain is usually the first part of a URL. When you're logged in to your Telemagic account, you can see the subdomain on the left side in the URL. For example, mycompany is the subdomain in the following URL: https://mycompany.example.com

  5. Click Next.

  6. Select the data you want to import.

  7. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

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

  9. Click Import to finish.

Available data

You can currently import the following data from Telemagic:

  • Call history

  • Orders

  • Sales performance