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Compass Sherpa Connection ID258 ID939 ID695 ID789

CEO Juice and Compass Sherpa have now teamed to allow for quick easy access to various resources.

Below are the steps needed for setting the Compass / CEO Juice connection.

The minimum requirements are: Compass 4.0 and eAuto 8.7

You will need to reach out to Compass (support@compasscontact.net) to ask them to set up the features you are interested in and once that is done, follow the CEO Juice Integration steps below and then let CEO Juice know (help@ceojuice.com) which features your interested in. We will then be sure to install needed alerts to get things going for you.

Available features:

(right click on image to enlarge)

1. Net Promoter Score field (ID695) - just need to be on latest version for results to push through. You will need to work directly with Compass to allow users to view Net Promoter Score directly in Compass Sherpa. Any user with access to a particular account in Compass Sherpa will be able to view these fields for that account.

2. Key Services field (ID789), you will need to be sure this alert is running (not in test mode) and is pushing need Custom Properties into eAuto for Key Services to populate in Compass. You will need to work directly with Compass to allow users to view Key Services directly in Compass Sherpa. Any user with access to a particular account in Compass Sherpa will be able to view these fields for that account.

3. QBR (quarterly business review) report (ID258), please see THIS LINK for needed variables on this alert subscription that effect filters. You will need to work directly with Compass to allow users to email the report from Compass Sherpa. Any user with access to a particular account in Compass Sherpa will be able to run the report for that account and can expect to receive email of report within 15 minutes of request. Report will send to email associated with Sales Rep email in Compass.

*The QBR pulls all child accounts from parent. It’s not built currently to be ‘the’ account. It works from the account selected to identify the ‘Parent’ account and then runs all accounts.

**Anyone listed in to:/cc: of your ID258 alert subscription will also receive the QBR requested from Compass. (bcc: will not send to anyone as it is intentionally not connected)

4. Invoices report (ID939), be sure to complete needed variables for this alert subscription. Invoice(s) will send to email associated with Sales Rep email in Compass.
 

Needed Server Settings in Compass:

Please create a new SQL Login or use the Sherpa SQL login and give it db_owner to the CEOJuice database. We strongly recommend creating a separate login so as to keep track of what login is making which changes (if any).

You should already have an SQL login that Compass already uses for some of your previous integrations into eAUto. You can just use that to enter in the set up info in Sherpa to get to the CEOjuice database or create a new one for this integration.

 

Server is the SQL Server where your database is which is also the EA SQL Server.

Database is: CEOJuice

Username & Password: Please also set up a NEW Username and Password with dbowner rights. Please make sure the sql user set up for the CEOJuice functionality in Compass has at least read permissions on your eAuto database.

 

If a user is seeing this error:

Check that the user setup has the correct ERP ID in Compass Sherpa. (Will need to contact Compass directly for further info on correct ERP ID, if needed.)

 

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