[TouchPoint] How To Integrate TouchPoint with ServeWire VES

Note:  Our TouchPoint integration is currently not offered.  We are working with TouchPoint support to resolve.

There are 3 main steps to integrating TouchPoint with ServeWire VES.  First, you must create an API User within your TouchPoint Software ChMS account.  Second, you must add a small script file to your Admin area within TouchPoint.  Lastly, you then enter the API User account details within ServeWire VES.  In this tutorial we will walk you through each step.  

Create An API User

STEP 1:  Request TouchPoint support to activate "Developer" role for this account.  Once you receive acknowledgement from TouchPoint support that the Developer role is added to your account, proceed to step 2.   

STEP 2:  Go to Administration->setup->lookup codes->Miscellaneous->Roles.  Add 2 custom roles: APIOnly and APIWrite (exact spelling required).  

STEP 3: Go to Profile->System->User account->Roles. Add (checkbox) the above custom roles for this API user.

Add The Python Script

STEP 1:  Go to Administration->setup->Special Content->Python Script->Create New Python Script File.   

STEP 2:  Create python script with the exact name - UpdateServeWireData.  

STEP 3:  After creating Python Script File, click on the script name to edit.  Copy/Paste below code into the edit text area. 

#API 

import urllib 

peopleID = Data.peopleID 

Data.key = urllib.unquote(Data.key) 

model.AddExtraValueText(peopleID, Data.key, Data[Data.key]) 

print 'OK'

Connect ServeWire VES to TouchPoint

This user id and password must be saved under the "Integrations" tab in your ServeWireVES account.  Enter your TouchPoint login url, Admin username, and Admin password, then click the Save button.

Note:  The user assessments data can be viewed at Profile->Extra Vales->Show Adhoc Value.