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Varicent Territory and Quota Planning (TQP) export connector

Abstract

Connect your Symon.AI and Varicent TQP accounts to export your data to your Varicent TQP account.

Connect your Symon.AI and Varicent TQP accounts to export your data to your Varicent TQP account. This connection allows Symon.AI to write data to Varicent TQP.

Set up the connector to be available for use with Export tool. You only need to set up the connection once.

Create the connection

Create the connection between Symon.AI and Varicent TQP. Generate a new connection or use and existing one.

Creating a new connection
  1. In Symon.AI, go to your pipe.

  2. Add the Export tool.

  3. Go to Symon.AI and in your pipe, in the Export tool configuration section, click the Connection drop-down.

  4. From the connection drop-down, click + New connection.

  5. Create the new Varicent TQP connection for the Export tool.

  6. Select the Export tool and choose Varicent TQP from the drop-down list. Enter a name in the Name field.

  7. Click Apply.

  8. Click Build to build your pipe for Symon.AI can pick up the pipe ID and the export ID.

  9. After the build is done, go to Varicent TQP to create a configuration between the pipe and Varicent TQP.

Using your existing Varicent TQP connection
  1. In Symon.AI, go to your pipe.

  2. Add the Export tool.

  3. In the Export tool configuration section, click the Connection drop-down.

  4. Search for and select your existing Varicent TQP connection.

  5. Click Apply.

  6. Build your pipe.

    Note

    The data is now available to use in the Export tool. For more information about the tool, see Export.