API Imports & Exports

A data import API connection will allow your organization's CRM to integrate with Clozd to bring deal and participant data into the Clozd Platform.

The data export will allow you to export published win-loss feedback to the software of your choosing. Clozd will provide the schema in a JSON file containing all of the necessary metadata received from the win-loss feedback, such as the summary, decision drivers, quotes, etc. 

This article contains the following sections: 

• Overview
• Configuration
• Technical Documentation

Overview

A major part of Clozd’s mission is to give your organization an in-depth understanding of why you win and lose across your entire sales pipeline, not just from a limited interview or survey sample. In order to do that, organizations need to be able to integrate their CRM with the Clozd Platform so that the data within each organization's Clozd Platform instance represents their full sales pipeline.

The Salesforce integration accomplishes this. However, not all organizations use Salesforce as their CRM. A data import API will allow Clozd to integrate with other CRMs such as HubSpot and Microsoft Dynamics.

Configuration

Enable API Imports

In order to get API imports configured, reach out to your Clozd Program Manager or Clozd Support and they will enable that setting for you.

API Tokens

Access tokens, used with the Clozd API, allow programmatic access to your data within the Clozd Platform. 

To locate your organization's API tokens within the Clozd Platform:

1. Make sure the API Imports setting has been enabled for your organization.
2. Click on your initials icon at the top right corner of the screen.
3. Click Settings.
4. Scroll down to the API Token section.
5. Here you will see the Organization ID as well as the Program ID for each program your organization has established. 
6. You will also have the ability to generate your API Token. Make sure to copy the token after it gets generated as it will not be available to you after closing the modal.

You will need these API tokens to input as headers in your API application of choice.

Technical Documentation

https://app.clozd.com/public-api/docs/?urls.primaryName=v3.0

Questions?

For additional questions about API imports, please contact support@clozd.com.