This article covers how to connect Openprise to Salesloft when setting up a data source or data target using a Standard Connector. This connector uses an API Key to connect Openprise to Salesloft.
You can learn more about Data Sources HERE.
Key Creation
- Login to Salesloft
- Next, open a new window and type in this URL: accounts.salesloft.com
- Select Your Applications in this window
- Select Create New in the API Keys section
- Set up the New API Key
1. Name the key
2. Expand the Buyers and Companies section
3. Select accounts: read AND accounts: write
4. Select people: read AND people: write
5. Select Save in the bottom right corner to save the new key
Your key has now been created. Copy and save it to use when creating Data Sources or Targets in Openprise.
Configuring the Data Source
When creating a new data source, select Salesloft from the source technology and data format picklist.
- Select the Add Account Information button to link your Salesloft account to Openprise
- Click on the Add Account button to sign into your Salesloft account using your credentials
- Select from an existing account if you've already linked your Salesloft account to Openprise
If you selected the Add Account button, you will need to supply the following:
- Key Name: Give your key a relevant name
- API Key: Insert the key that you created above
Then, select the Directory or Entity to import: either Accounts or People