Adding a Sharpen integration into Scorebuddy is a one-time only task where you need to authorize Scorebuddy to receive data from your Sharpen account.
As a Global Admin, navigate to the Score dropdown > Interactions > View Integrations.
If you are adding your first integration, select the tile for "Sharpen". If you are adding a further integration, click the "Add an Integration" tile, and proceed from there to the below.
The Label and Description are for your reference to help you identify the cases that you are dealing with. If you have multiple instances of Sharpen it is a good idea to add an identifier to the label and description for these so that they can be differentiated.
The API URL field is where you input the API endpoint that you have set up in Sharpen using their open REST API.
The API Key (cKey 1) and API Secret (cKey2) fields are where you input the API Key and API Secret you have created in Sharpen.
More information on setting up APIs within Sharpen can be found in the Sharpen API documentation.
Set a data retention policy which specifies how long you wish for Scorebuddy to store your cases. Once this period has been exceeded the case details are automatically removed from Scorebuddy.
When you are done click Connect Sharpen to Scorebuddy. You will be shown a confirmation message:
You can now use the link to begin matching Agents in Scorebuddy with Agents in Sharpen. If you prefer to do this later, return to this "View Integrations" page, select your Sharpen integration to be taken to the "Manage Users" page * Please note: this is a critical step before you begin to build lists