Documentation

Description

‍Convertr is the lead management operating system for marketers.

Follow our setup guide to connect Convertr to Improvado.

Step 1. Click the Make a new connection button on the Connections page and select Convertr in the Data sources catalog.

Step 2. Authorize your Convertr account using Login (Username), Password and Subdomain

Note: You can find your Subdomain in the Convertr Platform: ```https://<your_subdomain>.cvtr.io```.

Step 3. After completing the connection process, the Convertr connection will appear in your Connected sources list.

Step 4. When the connection status is Active and the account status column shows a number of accounts, you can move on to data extraction.

Step 5. To extract data from the connected sources, check the instruction on how to set up data extraction.

The schema information shows all report types you can use to extract data from Convertr.