GoTo Phone Connector

Intro

This article explains how to use Domo’s GoTo Phone Connector to retrieve data from your GoTo Phone account. Use this connector to access call history, call queues, agents, and call outcome data for operational and performance reporting.

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Prerequisites

To connect to your GoTo Phone account and create a DataSet, you need your GoTo credentials.

This article covers the fields and menus specific to the GoTo Phone Connector user interface. For general information about adding DataSets, setting update schedules, and editing DataSet information, see Add a DataSet Using a Data Connector.

Configure the Connection

This section describes the options in the Credentials and Details panes on the GoTo Phone Connector page. The components of the Scheduling and Name & Describe Your DataSet panes are universal across most connector types and are discussed in Add a DataSet Using a Data Connector.

Enter Your Credentials

The GoTo Phone connector uses the OAuth mechanism to connect to GoTo. When you add an account for the first time, click Connect. The GoTo sign-in page appears, where you enter your account credentials and complete the authentication. After the account is authenticated, it appears in the Credentials list.

If you add multiple accounts, you can select the account that you want to use. If accounts already exist for the connector and you want to add another account, click Add Account in the drop-down list. Then enter the new account details and complete the authentication.

Note: If you change your account credentials, such as your password, you must reauthenticate the account. Otherwise, the dataset fails and displays an error indicating that the account credentials are invalid.

After you have entered valid credentials, you can use the same account any time you set up a new Domo-GoTo Phone connection. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage User Accounts for Connectors.

Configure the Details Pane

This pane contains a primary Reports menu, along with various other menus for configuring your report.

Menu	Description
Report	Select the GoTo Phone report you want to run. The following reports are available: Report Description Active Calls Provides a real-time view of all active calls. Admin Call Queues Returns all call queues configured in the account. Agent Status Provides historical agent status data for contact center reporting and analysis. Billing Groups Returns all billing groups configured in the account. Call Events Summary Provides summaries of completed calls with filtering by outcome and scope. Call History Returns call history data with support for extension- and user-level filtering. Call Queue Users Returns the users currently logged in to each call queue. Call Queues Returns all call queues available in the account. Devices Returns all phone devices registered in the account. Extensions Returns all extensions configured in the account. Faxes Returns fax records for the account. Lines Returns the phone lines assigned to the authenticated user. Locations Returns all locations configured in the account. Parked Calls Provides a real-time view of all parked calls. Phone Numbers Returns all phone numbers assigned in the account. Queue Caller Details Provides caller-level queue details for contact center reporting and analysis. SMS Conversations Returns SMS and messaging conversation threads. SMS Messages Returns individual SMS messages. SMS Registrations Returns SMS registration information for phone numbers. User Presence Returns the current presence status of users. Users Returns all users in the account, including profile information. Voicemail Boxes Returns all voicemail boxes configured in the account. Voicemails Returns all voicemails across voicemail boxes in the account.
Start Days	Enter the number of days before today from which to begin the report. For example, enter 7 to start the report from seven days ago.
End Days	Enter the number of days before today at which to end the report. Enter 0 to include data up to today.

Configure Other Options

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Add a DataSet Using a Data Connector.