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Flat File Integration

#1 Approach

Jointflows enables a two way integration via flat-file exchange. In order to facilitate the creation of projects based on CRM data, there are 3 datasets that are useful :
  • Deals/Opportunities
  • Accounts/Companies
  • Contacts/People
 
The file should be extracted on a regular basis and dropped into a S3 bucket. 
You might just provide data of Deals that have reached a specific stage, or export all open Deals and include the stage so that they can be filtered accordingly.
This will NOT automatically create a project in Jointflows. Instead, users will be able to browse the list and create projects through the standard UI (browse, select a playbook, create). 
Accounts can be provided as a separate file or merged into the Deal file if more convenient (see file format below).
Contacts are optional but recommended when using the MAAP (Digital sales room) and assigning Tasks externally.
 

#2 File Format

File format is CSV as described below.
 
Deals/Opportunity (deals.csv)
  • Name
  • target_close_date
  • owner_email
  • value
  • deal_unique_id
  • deal_stage (optional)
  • pipeline_id (optional)
  • project_type (optional)
  • description (optional)
  • account_unique_id
  • account_name (optional if provided in account)
  • account_url (optional if provided in account)
  • account_industry (optional)
 
Accounts (accounts.csv if provided separately)
  • name
  • unique_id (Used to link-up with Deals and Contacts)
  • url  (Used to retrieve the brand Icon)
  • industry (optional)
 
Contacts (contacts.csv optional)
  • first_name
  • last_name
  • email_address
  • account_unique_id
  • contact_unique_id
  • role (optional)
  • phone_number (optional)
  • linkedin_url (optional)
  • reports_to_id (optional)
 

#3 Key Steps

  • 1 S3 Credentials : Request your unique S3 credentials from your account manager or through the support portal. Those will allow you to setup the output directory for the data extracted from your CRM.
  • 2 Schedule Data extraction : You can schedule extraction from your CRM at any interval, the data will be picked from the S3 bucket in real-time (as soon as updated)
  • 3 Browse and import : Click the import button and follow instructions through the UI

 

FAQ:

  • Is the file name important? Yes, please use the file name stated above and over-write when updating data.
  • Do columns need to be in the order described above? No they do not.
  • Is it ok for the files to contain extra columns? Yes, they will be ignored.
  • Does the date format matters? Ideally format as yyyy-mm-dd but the import will automatically attempt reformatting.
  • Do I need to include currency in the value field? No, the currency will be taken from the platform settings.
  • Are multiple pipelines supported? Yes, it is optional but you can include pipeline_id.
  • Does it matter whether account details are in line with the Deals data or in the separate accounts.csv? No, the integration will try within deals.csv first and follow with accounts.csv. Account data in deals.csv takes precedence if present.
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