Getting Started
- RevOps Toolbox
- Quick Start Guide
- Openprise Terms - Glossary
- Openprise Dashboard
- Job and Task Best Practices
- Checking Your Output Data
Connections
- Connecting to Amazon Redshift
- Connecting to Google BigQuery
- Connecting to Marketo
- Connecting to Microsoft Sharepoint
- Connecting to OneDrive
- Connecting to an S3 Provider
Projects
Data
Automation
App Factory
Analytics
- Analytics
- Bar Chart - Analytics
- Calendar Chart - Analytics
- Column Chart - Analytics
- Heat Map Chart - Analytics
- Line Chart - Analytics
System Administration
- Administration Overview
- Users
- Create and Manage Openprise Users
- User Roles
- User Roles and Permissions
- Groups
User Settings
Task Reference Guide - Generic Tasks
- Aggegrate by
- Append
- Assign Value To Range
- Change Text Capitalization
- Classification And Tagging
- Combine Attributes
Task Reference Guide - Data Type Specific Tasks
- Acquire Leads Or Contacts
- Append Company Details
- Append Lead or Contact Details
- Change Attribute Type
- Company Name Cleanup
- Contact Information Parsing
Task Reference Guide - System Specific Tasks
- Marketo Custom Activities
- Marketo Manage List Members
- Marketo Merge Leads
- Marketo Submit Form
- Microsoft Dynamics Close Opportunity
- Microsoft Dynamics Manage List Members