Vainu connector for Creatio

1. Get ApiKey. Register at Vainu to receive the private Vainu application. 

2. Install the API key. Go to "System Designer"> "System Settings", set credentials for the Vainu in the "Vainu username", "Vainu password" and "Vainu API-Key" system settings.

3. Start using Vainu connector for Creatio.

1. Navigate to the "Target Groups" section > run the "List target groups" process. This will import all Target groups that exist in your Vainu-account.
   1. Then you create all of the Target group companies into Accounts on our Creatio environment. Do this by selecting a Target group and running the "Create Accounts from Target group" process. This will create the Accounts.
   2. The "Create Leads from Target group" process will create Leads in similar fashion.
2. On the Account card you will also see new functions and properties.
   1. The "Get Vainu account info for Account" process will enrich your Account record with Company Vainu-data that matches the Accounts Code property value. When running this process manually, the user will be shown the Account name as well as the Code values from Vainu and asked if he'd would like to update the Account record or not. This process can also be run automatically by checking the box called "Automatic montly update". The Account will be updated each month to have permanently updated and true data.
   2. The "Get Contacts for Account" process will get and create all the Contacts who exists for the matching Code (also known as business id, organization number). All Contacts on the Account in Vainu will be created in Creatio with full names, e-mail addresses, phone numbers, connection to Account and full job title.