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
Log in to your Rollworks account.
Navigate to the data-hub module in the RevSure account. Click on the Add data source button.
Select the RollWorks data source, and it will open a sidebar to configure the connection details.
Enter a unique connection name to identify the connection.
Select a historical date to sync from.
Select the sync frequency, time, and time zone to trigger the sync.
Click "Connect"
Log in using your credentials in the RollWorks SSO pop-up.
Click "CONFIRM MAPPING" to confirm mapping.
A data source will be added, and you will be able to view the sync status.
