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      Guide: Using SharpSpring with Databox

      HOW TO

      How to connect SharpSpring to Databox

      IN THIS SECTION

      How to connect SharpSpring to Databox

      To connect a SharpSpring Account in Databox, go to  Data Sources > + New connection. Type SharpSpring in the search bar and click on the green Connect button. 

      You can find your Account ID and Secret Key in your SharpSpring Account by navigating to Settings > SharpSpring API > API Settings.

      SharpSpring also offers Client Accounts. To connect Client Accounts in Databox, repeat the process of finding the appropriate Account ID and Secret Key within each Client Account. 

      How much historical data is synced when you first connect SharpSpring to Databox?

      When you connect a new SharpSpring Data Source in Databox, the most recent 75,000 results are initially synced. 

      Certain Metrics may have more or less historical data available. For more information about the amount of historical data available for a specific Metric, please contact our Support Team at help@databox.com.

      Pro Tip: Once your SharpSpring Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical SharpSpring data in your Databox reports. Learn more here. 

      What time zone does SharpSpring data sync in? 

      SharpSpring data is synced in the time zone set in the SharpSpring Account. For example, if your SharpSpring Account time zone is set as EST, your SharpSpring data will sync with Databox in EST. 

      How to access pre-built SharpSpring Templates

      1. Navigate to Databoards > Public Templates
      2. In the Data Source drop-down list, select SharpSpring
      3. To view a preview of the Template populated with dummy data, click Preview
      4. To pull the Template into your Account and re-populate it with your own SharpSpring data, click Use Template
      5. Select the appropriate SharpSpring Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected SharpSpring Account and can be found on the  Databoards page.

      Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

       

      Popular SharpSpring Templates

      SharpSpring (Sales performance)
      This SharpSpring Template provides you with data to help you to track and grow your sales.

      How to build a Databoard using SharpSpring data

      IN THIS SECTION

      Popular SharpSpring Metrics

      Campaigns Opportunities Won Opportunities Amount

           
      Opportunities Won vs Lost Opportunities Accounts

      View a full list of SharpSpring Metrics available in Databox here.

      How to build a Databoard using SharpSpring data

      1. Navigate to Databoards > + New Databoard > Start Blank
      2. Click on the Metric Library icon on the left-hand side of the Designer.
      3. Select the appropriate SharpSpring Account from the Data Source drop-down list in the Metric Library
      4. View the list of pre-built SharpSpring Datablocks in the Metric  Library. Drag and drop your selected Datablock onto your Databoard.
      5. If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon.
      6. View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard.
      7. Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer.
      8. Select the appropriate SharpSpring Data Source and Metric in the right-hand Datablock Editor. This will update the Datablock, and it will populate the Datablock with the corresponding data.
      9. Complete steps 4-8 until your Databoard is complete

      Popular SharpSpring Metrics

      Campaigns Opportunities Won Opportunities Amount

           
      Opportunities Won vs Lost Opportunities Accounts

      View a full list of SharpSpring Metrics available in Databox here.