> ## Documentation Index > Fetch the complete documentation index at: https://domoinc-openapi-sync-dataflows.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Nutshell Connector ## Intro Nutshell is a user-friendly small business CRM that helps sales reps win more deals, with sales process automation, fast onboarding, and free support. To learn more about the Nutshell API, visit their page ([https://developers.nutshell.com/](https://developers.nutshell.com/ "https://developers.nutshell.com/") ). You connect to your Nutshell account in the Data Center. This topic discusses the fields and menus that are specific to the Nutshell connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in [Adding a DataSet Using a Data Connector](/s/article/360042926274 "Adding a DataSet Using a Data Connector"). ## Prerequisites To connect to your Nutshell account and create a DataSet, you must have the following: * The username you use to log into your Nutshell account * A Nutshell API key To obtain a Nutshell API key, do the following: 1. Log into your Nutshell account. 2. Navigate to the **Setup** menu. 3. Click **API Keys** (in the "Third-party" category). 4. Click **Add API key**. 5. Enter a name for the API key. 6. Under "Permissions," select the button for **API Access**. 7. Click **New API key**. 8. Copy the newly generated API key. ## Connecting to Your Nutshell Account This section enumerates the options in the **Credentials** and **Details** panes in the Nutshell Connector page. The components of the other panes in this page, **Scheduling** and **Name & Describe Your DataSet**, are universal across most connector types and are discussed in greater length in [Adding a DataSet Using a Data Connector](/s/article/360042926274 "Adding a DataSet Using a Data Connector"). ### Credentials Pane This pane contains fields for entering credentials to connect to your Nutshell account. The following table describes what is needed for each field:

Field

Description

Username

Enter the username for your Nutshell account.

API Key

Enter your Nutshell API key. For steps for obtaining an API key, see "Prerequisites" above.

Once you have entered valid Nutshell credentials, you can use the same account any time you go to create a new Nutshell DataSet. You can manage connector accounts in the **Accounts** tab in the Data Center. For more information about this tab, see [Managing User Accounts for Connectors](/s/article/360042926054 "Managing User Accounts for Connectors"). ### Details Pane This pane contains a primary **Reports** menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Nutshell report you want to run. The following reports are available:

Find Accounts

Returns accounts matching the specified criteria.

Find Activities

Returns activities matching the specified criteria and date range.

Find Contacts

Returns contacts matching the specified criteria.

Find Tags

Returns tags for a given entity (Accounts, Contacts, or Leads).

Get Account

Returns details for the selected account.

Get Activity

Returns details for the selected activity.

Get Contact

Returns details for the selected contact.

Search Accounts

Returns account information based on a provided search string. A maximum of 100 search results can be returned.

Search Activity Participants

Returns activity participant information based on a provided search string. A maximum of 100 search results can be returned.

Search Contacts

Returns contact information based on a provided search string. A maximum of 100 search results can be returned.

Add Filters

Select Yes if you want to include search filters in this report.

Account Type

Select the account type you want to retrieve information for.

Industries

Select the industries you want to retrieve information for.

Territories

Select the territories you want to retrieve information for.

Origins

Select the origins you want to retrieve information for.

Open Leads

Select True to return data for accounts associated with open leads. Select False to return data for all accounts.

Entity

Select the entity you want to retrieve information for.

Tags

Check the boxes for all tags you want to retrieve information for.

Flagged Important?

Select True to return data for activities that has been flagged as "Important" in Nutshell. Otherwise select False .

Activity Status

Select the activity status you want to retrieve information for. Note that "Overdue" status implies "Scheduled."

Contacts

Check the boxes for all contacts you want to retrieve information for.

Accounts

Check the boxes for all accounts you want to retrieve information for.

Users

Check the boxes for all users you want to retrieve information for.

Activity Types

Check the boxes for all activity types you want to retrieve information for.

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date .

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date .

Select Specific Start Date

Select the first date in your date range.

Select Specific End Date

Select the second date in your date range.

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago.

Account

Select the account you want to retrieve information for.

Lead

Select the lead you want to retrieve information for.

Activity

Select the activity you want to retrieve information for.

Contact

Select the contact you want to retrieve information for.

Search String

Enter a search term to retrieve information for.

### Other Panes For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see [Adding a DataSet Using a Data Connector](/s/article/360042926274 "Adding a DataSet Using a Data Connector").