The account administrator must provide the following access details:
- Site URL / Domain: The primary domain or site URL of your Sierra Interactive platform.
- Admin Username: Administrative user account name with full access permissions.
- Password: Valid password associated with the administrative account.
Ensure sync permissions are enabled across all core operational areas to allow standard data transfer:
- Contacts: Synchronizes lead profiles, attributes, and contact updates.
- Calls: Captures call logs, activity records, and durations (requires users to be using the Sierra native dialer).