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
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) |
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This SharpSpring Template provides you with data to help you to track and grow your sales. |
How to build a Databoard using SharpSpring data
If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Metric Library icon
Popular SharpSpring Metrics
Campaigns | Opportunities Won | Opportunities Amount |
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Opportunities Won vs Lost | Opportunities | Accounts |
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View a full list of SharpSpring Metrics available in Databox here.