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Connecting to Outreach

  • Updated

This article covers how to connect Openprise to Outreach when setting up a data source or data target using a Standard Connector. 

You can learn more about Data Sources HERE.

 

Configuring the Data Source

When creating a new data source, select Outreach from the source technology and data format picklist.

Select Outreach.png

  1. Select the Add Account Information button to link your Outreach account to Openprise Outreach add account information.png
  2. Click on the Add Account button to sign into your Outreach account using your credentials Outreach add account.png
  3. Select from an existing account if you've already linked your Outreach account to Openprise

If you selected the Add Account button, you will need to supply your username and password.

Login to Outreach.png

 

Then, select the Directory or Entity to import: either Accounts or Prospects 

Outreach select entity.png