The IT Administration page is the place for you to review, monitor, and manage 3rd party integrations. To access this page, click the "Settings" icon on the navigation bar and click "IT Administration".
Below are more details on what you can do in each subsection.
This section allows the Administrators to enable the Email sync for the users. The Admins would be able to enable either Gmail, Office 365, or a custom mailbox based on the mailbox they use. Once the Admins enable the mailbox, users can authenticate their mailbox from the profile settings such that the emails sent from their mailbox are synced to Freshsuccess.
This page allows the Administrator to enable Calendar integration for the users, which allows syncing the meetings to Freshsuccess. We have the option to sync either Google Calendar or Microsoft Outlook. Once enabled, users would have to authenticate their calendars from their profile settings.
This page lists your API keys for the Account API and the Usage Event API. You can also find your org-specific Bcc email that you can add to any customer emails you’d like to sync over as account interactions.
The Sources table shows an overview of the current 3rd party sources that we pull data from. It excludes the event usage data source.
This page lets you view up-to-date data mapping details between your integrated 3rd party systems and Freshsuccess.
Freshsuccess field: The API name of the field in Freshsuccess
Remote source: The 3rd party system from which the Freshsuccess field is mapped
Remote object: The 3rd party object from which the Freshsuccess field is mapped
Remote field: The 3rd party API name to which the Freshsuccess field is mapped
This page provides a secure mechanism to provide credentials/manage Oauth to Freshsuccess. To enable OAuth API access/provide credentials, click on Add Source and select the provider. The credentials will never be shown, only stored or overwritten.
This is a log of the API calls made to the Freshsuccess API (last 1000). Even though an operation may succeed, if the operation contained multiple records (e.g., in a bulk update or POST call), then some of the records may have failed. If the operation status is "Failure", then the entire operation failed. Otherwise, at least a portion of the operation succeeded. See the API docs for more details.
This section enables the uploading of CSV files to the Freshsuccess API. A CSV file can be uploaded for each API described by the API documentation. Before uploading a CSV file to the API, a CSV file template should be downloaded.
This page lets you set up the email feature within Freshsuccess. You'll need to provide a domain and default "From" address to get started and update the DNS records we generate to your domain records. For detailed instructions, click the link here.
We have native apps to sync data from Freshsuccess to Freshdesk, Freshsales & Freshworks CRM. This page allows you to retrieve the authentication code required to install the app and also configure the fields to be displayed on the app.
The Instrumentation Viewer page helps test and verify the usage data that you’d be sending to Freshsuccess. It would contain a Debug URL, which can be entered into your app to track the usage data.
This page gives the details on setting up Freshsuccess’ JS API in your application to track the usage data. It includes the code to be added to your application.