Integrate TradeIndia with LeadSquared

1. Feature Overview

This connector periodically captures leads from your TradeIndia account and syncs them to LeadSquared. Once captured, leverage LeadSquared’s CRM features to nurture and convert leads.

2. Prerequisites

• You must be the Administrator of your LeadSquared account.
• You must have an active TradeIndia account.
• This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

3. How it Works

To pull lead details from TradeIndia to LeadSquared, configure the TradeIndia connector instance by adding your account credentials. Then, configure the sync interval, and enable sync for the connector in LeadSquared. This will initiate the information sync process.

4. Installation

4.1 Install the Connector

1. Navigate to Apps>Apps Marketplace.
2. Search for TradeIndia, and click Install.
   • Alternatively, you can find the connector on the left panel, under Lead Capture.
3. Once installed, hover your cursor over , and click Configure.

4.2 Configure the Connector

After installing the connector, on the Configure TradeIndia pop-up, set up connector access for non-Admin users in your account. Only users with granted access can view and access the connector under the Apps main menu.

1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
   • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
   • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.

5. Admin Configuration

After installation, navigate to Apps>TradeIndia and configure the connector settings to pull data from TradeIndia.-

5.1 Settings

On the Settings screen, enter the following details –

Once you’re done entering all the details, click Save & Next.

5.2 Mapping & Manage Sync

Map Fields

On the Mapping screen, the TradeIndia system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

• To provide a default value for any field, enter the value under Default Value.
  • If data is not captured for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
• To disable lead data capture for any field, disable the slider.
• You can also mark and update a unique lead field as the search key from this screen, by clicking .
• To create a custom TradeIndia field, click the Add Custom button.
  1. Once this field is created, you must map it to the relevant LeadSquared lead field.
  2. After the field is mapped, to save the custom field, click .
  3. To delete a custom field, click .

Enable Sync

After mapping the TradeIndia fields to the corresponding LeadSquared lead fields, enable lead sync. To do this, from the More Actions dropdown, click the slider, and then click Save & Close. Once the sync is enabled, LeadSquared will pull leads from TradeIndia every 15 minutes (or depending on the Sync Frequency configured).

You can also manually sync leads, outside of the Sync Frequency that’s configured. This is especially useful if you have old/legacy lead data in your TradeIndia account.

1. From the More Actions dropdown, click Sync Manually.
2. On the Sync Manually pop-up, enter Start Date, End Date, and Time during which the lead data was captured in your TradeIndia account.
3. Once you’re done, click Submit. The leads that were captured during the selected time frame will be synced to LeadSquared.

6. View Logs

Here, you can view logs of all the sync jobs that have taken place. View new leads, updated leads, lead capture errors and total lead capture events. You can also view the lead sync response and lead capture job status.

1. Navigate to Apps>TradeIndia.
2. Click the More Actions dropdown and select View Logs.
3. You can filter the logs by selecting a date range, and by selecting a Job Status (“All”, “Success” and “Failure”).
   • The maximum date range you can select is the last 60 days.
4. You can view the sync status of the leads captured across the following tiles –
   • New Leads – List of all the new leads that LeadSquared has captured during the selected date range.
   • Updated Leads – A list of all the –
     • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
     • Leads that previously contained errors, which were fixed and synced successfully.
   • Errors – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
   • Total Events – A list of all the lead capture events that have taken place.
5. To view the Sync Response details, under Sync API Response, click the response.
   • Here, you can view the response status, the API URL, the request and the response.
   • The successful responses will contain the details of the leads that have been captured from TradeIndia.
   • You can also view the lead capture response under Created, Updated and Errors, by clicking .

7. Export Data Source

Export Data Source exports the JSON of the data source/connector as a file to your local system.

8. Other Actions

You can edit or delete a TradeIndia connector instance you created.

1. Navigate to Apps>Apps Marketplace and click the TradeIndia connector.
2. On the TradeIndia connector page, click Settings.
3. From the list of options, you can perform the following actions –
   • Add or edit Configurations
   • Disable the connector
   • Remove the connector

9. View Reports

You can view the total number of leads that have been captured from TradeIndia by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

Any Questions?

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