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ClickPoint Integration Request Tab

JSON and XML schema configuration in the Integration Request Tab

Chris Arenas avatar
Written by Chris Arenas
Updated over 2 weeks ago

Overview

The ClickPoint Integration Request Tab in LeadExec allows you to configure the request body for XML and JSON deliveries. This is where you will add the schema outlined in the client's posting documentation. Utilizing the dropdown menu, you can replace the lead field values in the schema with the delivery method tags, which will auto-populate the field values in the delivery based on these settings.

Key Functionality

  • Schema Configuration: Add the XML or JSON schema as per the client's specifications.

  • Field Mapping: Use the dropdown menu to insert delivery method tags that correspond to the lead fields.

  • Auto-Population: The tags will auto-populate the field values in the delivery based on the configured settings.

  • Content-Type Consideration: If you're creating an HTTP Post delivery using the URL-encoded content-type, this step can be bypassed.

How to Use This Feature

  1. Navigate to the Request Tab
    In your LeadExec account, go to the ClickPoint Integration section and select the Request tab.

  2. Add Schema
    Input the XML or JSON schema as provided by the client.

  3. Map Lead Fields
    Utilize the dropdown menu to insert delivery method tags that correspond to the lead fields.

  4. Auto-Populate Fields
    The tags will auto-populate the field values in the delivery based on the configured settings.

  5. Save Settings
    After configuring the request body, click Save to apply the settings.

Best Practices

  • Client Documentation: Always refer to the client's technical documentation to ensure the correct schema and field mappings are used.

  • Field Validation: Ensure that all required fields are included and correctly mapped to prevent data errors.

  • Testing: Test the configuration in a sandbox environment before applying it to production to ensure proper functionality.

Troubleshooting

  • Missing Fields: If certain fields are missing in the delivery, verify that they are included in the schema and correctly mapped.

  • Data Formatting Issues: If data appears incorrectly formatted, check the schema and ensure that the field mappings align with the client's expectations.

  • Delivery Failures: If deliveries fail, review the schema and field mappings for errors and ensure that all required fields are present.

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