Navigate to Data > Data Services.
Select Add Data Service.
Give your Data Service a name, optional description, assign data service administrators, and labels. Select SalesIntel in the select Technology section.
Select Production, Sandbox, or Custom Data Service Setup from the authentication information window.
Select a registered account, or add a new account using your SalesIntel credentials.
If you are adding a new account, copy and paste the X-CB-API Key provided by SalesIntel.
- Select entity: Set the entity to the Contact or Company option. (only two options)
- Enable test mode: (Optional) Select the option for test mode during testing phases, which makes no direct calls.
After selecting the entity, the right side of the screen will display additional options: Select attributes you would like to be returned by SalesIntel.
Click Save to save your configurations.
You will now see a new Data Service tile created on the main Data Services page in Openprise. The tile will display the total number of API calls made to SalesIntel and the last call time.