How to Integrate HelpScout with Daton

This subtopic provides step-by-step instructions to create HelpScout integrations in Daton, detailing the prerequisites, the integration process, and important notes.

Pre-requisites

Before starting, ensure you have an active Daton and HelpScout account.

Integrate Daton with HelpScout

• Log in to your Daton account and search for HelpScout in the list of Connectors, then click Configure.

• Enter the following details and click Authenticate:

  • Integration Name

  • Replication Frequency

  • Replication Start Date

  Note that the Integration Name will be used to create the integration tables and cannot be modified later.

  
• Provide the HelpScout user email and password to authenticate the integration.

  Click Authorize to grant Daton to access your account.

  

  
• After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click Next.

  
• Select the required fields for each table and click Submit.

  Note that you will be prompted to select the destination for your account.

  
• Select the destination for your store or shop and click Confirm. An integration successful message will be displayed.

Important Note

• Integrations would begin in the Pending state and change to the Active state once the first job successfully loaded data into the configured warehouse.

• Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.

• Users can Re-Authenticate, Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.

• On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table, the last replicated time, and Reload access buttons.