The AgencyFuse solutions require a system to work. Only certain connections can be used for certain solutions. If the connection is configured for the solution, it will appear in the list.
Adding an AMS360 System
To create an AMS360 system, follow the instructions below:
1. Click on the systems tab.
2. Click on the Add System button.
3. Select a system from the drop-down menu. The AMS360 system will be chosen.
4. Provide the required credentials and then click on the Create button to add the system.
5. The New system will be created as shown in the image below.
Adding a HubSpot System
To create a HubSpot system, follow the instructions below:
1. Click on the systems tab.
2. Click on the Add System button.
3. Provide a System Name and Select an Auth Type. This can either be OAuth or a Private App.
a. Selecting OAuth will require you to log in to HubSpot to acquire a token.
b. Selecting Private App will require you to enter the token you created in HubSpot.
5. Once tokens are provided, click on the Create button to add the system.
Resources and Actions
Each system has preconfigured Resources and Actions. Each Action will perform changes on the Resources. These will be used when creating a Mapping between different systems. The example below shows the HubSpot system's Resources and Actions.
Loading the Data
To load the data, click on the Data Model button in the system.
Click on the Refresh Data Model button, as shown in the image below. This will load all the Resources and Actions data in AMS360.
Staging Data
To finalise loading the data, click on the Enable staging button in the top right corner to access the Staging Data section. The image below shows the Staging Data section before data is loaded.
Click on the Load Data button to load the data. Select an entity and provide the IDs if required, or leave blank to load all data. Click on the Load Raw Data button.
A tarun box will be displayed on the top right of the screen, which will show the processing time.
NOTE: Please allow approximately 15 minutes for the data to load.
The Data will be loaded when it is done processing. Click on the Enable Staging button to see the number of loaded data, shown in the image below. Disable staging data when done.
