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Plecto

Adversus

Step 1: Get your Adversus credentials

To integrate Adversus with Plecto, you need to provide an Adversus username and password. You need to create an API user in Adversus to get the necessary credentials to add in Plecto.

Here's the Adversus guide on how to create an API user.

Step 2: Integrate Adversus with Plecto

  1. In Plecto, go to Data sources > New data source > Adversus.

  2. (Optional) Rename your credentials.

  3. Enter your Adversus API user's username and password and click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Currently, you can import the following data from your Adversus account to Plecto:

With Appointments from Adversus, you'll be able to get some insight into the meetings, the sales reps have produced, and the details surrounding these meetings.

Update frequency: 2m

Default member field: userId

Default date field: created

Supports custom fields? No

Supports automatic registration deletion? No

Supports relations? No

Adversus Calls will enable you to keep track of your calling activities and to benchmark your team's performance in real-time.

Update frequency: 2m

Default member field: userId

Default date field: endTime

Supports custom fields? No

Supports automatic registration deletion? No

Supports relations? No

Adversus Leads will allow you to get an overview of leads generated and processed, and the outcome of this processing.

If you create custom fields in Leads, make sure the field type in Adversus is Number. If it gets imported as text, you can create a Calculated field in the Leads data source and convert the values from text to number.

Update frequency: 2m

Default member field: lastContactedBy

Default date field: created

Supports custom fields? Yes

Supports automatic registration deletion? No

Supports relations? No

Adversus Sales will allow you an overview of the sales, generated from the successfully processed leads.

Update frequency: 2m

Default member field: closedBy

Default date field: closedTime

Supports custom fields? No

Supports automatic registration deletion? No

Supports relations? No

If a deal consists of multiple lines, these will be showcased here. This help breaking down the sales into its components.

Update frequency: 2m

Default member field: closedBy

Default date field: closedTime

Supports custom fields? No

Supports automatic registration deletion? No

Supports relations? No

Adversus Sessions offer data on the sessions that have been completed.

Update frequency: 2m

Default member field: userId

Default date field: endTime

Supports custom fields? No

Supports automatic registration deletion? No

Supports relations? No