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Ask Nicely
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| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Overall NPS score | Admin Access to Ask Nicely | 4hrs | Only Overall NPS score | ||
| Obtain API key | Cannot Filter campaigns | |||||
| Authenticate Results.com | Backdating Data | |||||
| Ensure Ask Nicely is set up correctly so the overall NPS is reflective of the client's current NPS | ||||||
| Authenticate to Results.com |
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Dropbox | |||||
| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Any Value from any cell within the spreadsheet saved in the Dropbox folder | Dropbox account | 3hrs | Backdating Data | ||
| Link cells from Sheet to Results.com | ||||||
| Dropbox account | ||||||
| File must be in .xls .xlsx or csv format | ||||||
| Authenticate to Results.com |
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Google Analytics
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| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Anything | Google analytics account needs to be set up correctly | 3hrs | Google Analytics needs to be set up correctly | ||
| In certain cases, an understanding of the query structure is needed in order to pull data | Backdating Data | |||||
| Authenticate to Results.com |
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Google Sheets
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| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Any Value from any cell within the spreadsheet | Link cells from Sheet to Results.com | 3hrs | Cell references cannot be changed. | ||
| Any Value from a Range posted to a corresponding date range | Gmail account | Inserting rows or columns on a sheet that contains a linked cell will result in the wrong data being sent to Results.com | ||||
| Authenticate to Results.com |
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Infusionsoft
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| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Anything that can be produced into a Report which can be counted or summarized | InfusionSoft Admin access | 3hrs | Backdating Data | ||
| Authenticate to Results.com | Can not pull data from saved searches. Data needs to be pulled from a Report | |||||
| To create Required reports within InfusionSoft | ||||||
| Recommendation - Have the name of all reports that Results.com pulls data from, beginning with Results |
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Pipedrive | |||||
| Detals | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Deals - Any Total value of a filter created within Pipedrive | Authenticate to Results.com | 3hrs | Not yet able to Pull any Activity related data | ||
| Create Deal pipeline filter that produces a value required for KPI's in Results.com | Backdating Data |
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Quickbooks
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| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Balance Sheet: | Admin Access to QuickBooks | 3hrs | Backdating Data | ||
| Accounts Payable | Authenticate to Results.com | |||||
| Accounts Receivable | ||||||
| Accounts Receivable | ||||||
| Total Assets | ||||||
| Total Liabilities | ||||||
| Profit & Loss: | ||||||
| Gross Profit | ||||||
| Profit and Loss By Account Type | ||||||
| Net Income | ||||||
| % Change for Previous Year | ||||||
| % Change for Previous Period | ||||||
| Total Cost of Goods | ||||||
| Total Expenses | ||||||
| Total Income | ||||||
| Profit and Loss By Account Type | ||||||
| Net Income | ||||||
| % Change for Previous Year | ||||||
| % Change for Previous Period | ||||||
| Total Cost of Goods | ||||||
| Total Expenses | ||||||
| Total Income | ||||||
| Trial Balance |
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Salesforce
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| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Anything that can be produced into a Report which can be counted or summarized | Salesforce Admin access | 3hrs | Can not pull data from saved searches. Data needs to be pulled from a Report | ||
| Authenticate Salesforce to Results.com | ||||||
| To create Required reports within Salesforce | ||||||
| Recommendation - Have the name of all reports that Results.com pulls data from, beginning with Results |
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SQL | |||||
| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Stored Procedures | The Results of any Database Query pulled into a single row table that can be executed with a Stored Procedure | Create/write database queries | 3hrs | |||
| Create stored Procedures to execute database queries | ||||||
| Configure Firewall and whitelist IP's | ||||||
| Setup Public IP to SQL Database Server | ||||||
| Setup User Account on Database with Permission to execute Stored Procedures | ||||||
| Authenticate and Enable Results.com Connection |
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Xero | |||||
| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API integration with Results.com | Balance Sheet: | Admin Access to Xero | 3hrs | Backdating Data | ||
| Accounts Payable | Authenticate to Results.com | If you have in anyway edited the standard reports in Xero, they will not import the data. | ||||
| Accounts Receivable | ||||||
| Aged Accounts Receivable | ||||||
| Net Assets | ||||||
| Total Assets | ||||||
| Total Bank Assets | ||||||
| Total Current Assets | ||||||
| Total Current Liabilities | ||||||
| Total Equity | ||||||
| Total Fixed Assets | ||||||
| Total Liabilities | ||||||
| Bank Statement: | ||||||
| Bank Balance | ||||||
| Chart of Accounts | ||||||
| Executive Summary: | ||||||
| Average Creditors Days | ||||||
| Average Debtors Days | ||||||
| Creditors | ||||||
| Debtors | ||||||
| Gross Profit Margin | ||||||
| Net Assets | ||||||
| Net Profit | ||||||
| Profit & Loss: | ||||||
| By Account Type | ||||||
| Gross Profit | ||||||
| Sales | ||||||
| Total Cost of Sales | ||||||
| Total Income | ||||||
| Total Operating Expenses | ||||||
| Net Profit | ||||||
| Revenue Month to Date |
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ZenDesk | |||||
| Details | Data Pulled | Client Requirements | Frequency | Limitations | ||
| Direct API Integration | Satisfaction Rating | Zendesk Admin access | 3hrs | |||
| Ticket Count by Status | Authenticate Zendesk to Results.com | |||||
| Ticket Count Created | ||||||
| Ticket Count Solved |
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