To set up an integration with JobNimbus, follow the steps below;
-Log in to your GuildQuality account
-On the left hand, blue navigation bar, select CONTACTS
–In the white navigation bar next to CONTACTS, select IMPORT CONTACTS
-In the center of the IMPORT CONTACTS page, under “Manage integrations” click OPEN next to JobNimbus
This provides two options;
JobNimbus: Import contacts
Run a one time import contacts from JobNimbus into GuildQuality.
JobNimbus: Sync contacts
You will start following the step-by-step setup directions outlined in the account
Connect the account you would like to integrate data from
Map data fields – make sure the data header in JN matches a value header within GuildQuality
Select the survey(s) you wish to have sent to your customers upon being uploaded to GuildQuality
Confirm your set up
If you have questions about setting up a JobNimbus integration in your GuildQuality account, please contact your Member Success Manager directly, or our support team at firstname.lastname@example.org!