WorkSpan Integrations

Partner Integration via Action Button

1. Bulk upload files using the Action Button Host companies are increasingly integrating data into WorkSpan, it becomes more complicated when their partners bring in data as well. The staging table...

How to share Integration with your company users

1. Introduction Users are granted access to integration based on their role and the specific integration in WorkSpan. This document showcases the steps for sharing integration with your company use...

Outbound Integration - Sending data from WorkSpan

What is Outbound Integration? As the name indicates, outbound refers to ‘outgoing’ which enables data to flow from WorkSpan to the CRM applications - SFDC, Dynamics 365, etc. With outbound integrat...

Inbound Integration - Bringing data into WorkSpan

Table of Contents - What is Inbound Integration - Modes of Data Import- Types of Inbound Integration- How does Integration work in WorkSpan?- Managing Staging Tables in WorkSpan- Components of ...

How to Bulk Upload files during integration

Introduction There are two ways to bulk upload files as mentioned below: 1. By clicking on "Integration" on the hamburger menu 2. By clicking on the "Action button" This article gives you detailed...

Integration with Microsoft Partner Center

As a partner in the Microsoft ecosystem, you engage with Microsoft via the Partner Center platform. Via Partner Center, you can publish offers to Microsoft marketplaces, submit or receive referr...

Overview of WorkSpan Integrations

WorkSpan Integrations allow you to import results data for your campaigns and activities in WorkSpan via a report from your source systems (CRM systems) on an automated basis (daily, weekly, monthl...

Integrations Supported by WorkSpan

WorkSpan supports several generic CRM integrations for easy and safe portability of your data from your source system to WorkSpan. Besides several generic integrations, we also support the followin...

Adding a New Integration

After receiving/downloading a Result Report from your source system, you can seamlessly add new integration details in WorkSpan to map entity data from your source system to WorkSpan objects- campa...

Overview of the Result Report from a Source System

Results are the quantitative achievements from a campaign or an activity (ex: 1250 leads) in your source system, e.g, your CRM system. Result Report is a report received from a source system and up...

Adding/Renaming Metrics from the Result Report

Adding Metrics to your Result Report If your result report does not include the metrics that you want: Configure your source system to send the metrics that you want to see. Edit your integrati...

Editing an Existing Integration

A user of an integration connects to an integration by its name and can select certain metrics to be updated. If an owner changes an integration name or a metric name, then, the reference is no lo...