Configure Rollworks

About:

RollWorks is like your personalized marketing assistant, allowing you to focus specifically on key accounts. It helps deliver customized advertising to the right people, at the right time, ensuring your message resonates with the businesses you care about most.

Steps to Set Up

1. Login to your Rollworks account.

   

2. Navigate to the data-hub module in the RevSure account. Click on the Add data source button.

3. Select RollWorks data source, and it will open a sidebar to configure the connection details.

4. Enter a unique connection name to identify the connection.

5. Select historical date to sync from.

6. Select sync frequency, time and timezone to trigger the sync.

7. Click "Connect"

8. Login using your credentials in RollWorks SSO pop up.

9. Click "CONFIRM MAPPING" to confirm mapping.

10. Data source will be added, and you will be able to view sync status.