To pull business information from your customers connected apps you need to provision an account to store their data, display a menu of applications or data types to connect to and then get their permission to access data. You can use the server-side API to pull the business information you need immediately or prompt the customer for further information mapping and reconciliation depending on your use case. All of this functionality is contained within our Dock Link SDK.

Example Integration Flow:

In order to access data you need to decide what type of data you want your user to provide and then display to them a list of app connection options that deliver the data. Data types and example data sets include:

  • Accounting (tag: accounting)

    • Financial ratios and probabilities

    • Financial statements

    • AR/AP

  • Billing (tag: billing)

    • Subscriptions (inc recurring payments)

    • Purchases

    • Payment methods

  • Human Resources (tag: hr)

    • Staff roles

    • Payroll

    • Organization chart

  • E-commerce (tag: commerce)

    • Customers

    • Shipments

    • Sales

  • Customer Support (tag: support)

    • Queue depth and response time

    • Support concentration

    • Contact handle time and time to resolution

  • Marketing & Analytics (tag: marketing)

    • Website traffic

    • Advertising click through rates and CPA

    • Newsletter Subscribers

  • Sales (tag: sales)

    • Pipeline stages, value and probability of close

    • Rep attribution

    • Time to close

  • Operations (tag: operations)

    • Project and task information

    • Team workload

    • Key dates

  • Developer Tools & Cloud Infrastructure (tag: developer)

    • Infrastructure spend

    • Deployment frequency

    • Service levels

When embedding the link connection widget a set of tags (comma separated) can be provided to limit the list to the types of information required.

Getting Permission

To connect a customers business application software to DataDock you first need to get their permission to access their account by connecting the App. Once the App is connected you can make subsequent API calls to gather data.

Step-by-step

The following steps are outlined if you are building a UI from scratch and won't be using our Dock Link SDK (see below).

  1. Obtain a domain and basic auth credentials by provisioning a new customer account (either manually or via API request). When you first create an account you will be provided with an API user, and an associated API key, this can be used to create an authenticated request.

  2. Redirect the users browser to: https://customerdomain.myintranetapps.com/dock/auth/integration?c=encodedUserPass&IntegrationRedirect=yourURL

    a. The (customerdomain) should be replaced with the account subdomain you have created

    b. The (integration) should be replaced with the integration key, this is a unique identifier within DataDock for each 3rd Party software integration

    c. The (encodedUserPass) would be the result of calling base64Encode("apiuser:apikey") in whichever programming language you use - JSPythonPHPJava

    d. The (yourURL) is the base64 encoded URL you would like the user to be redirected to post authorization process, typically this would be a return URL within your application service.

  3. (optional) The user may be prompted for further information via a form. For example when using Chargify an account subdomain is required (this can also be specified upfront in the auth request if you collect the info and pass it along in the request)

  4. User is redirected to 3rd party app (e.g. Salesforce, Quickbooks) with correct requesting information

  5. User grants permission and is returned to Boss Insights temporarily and then is transparently redirected back to your application

Authenticating to Boss Insights to connect an App uses a Base64 encoded user/pass combination over https

With the user now having completed the connection process and returned to you application you can begin to use the server-side API to request data.

Using the Dock Link SDK

Dock Link will list all supported Apps (by name or data type) and handle credential validation, multi-factor authentication, and error handling for each app that we support. Dock Link works across all modern browsers and platforms including mobile (iOS, Android) and web) and automatically handles many of the implementation details of the Step-by-step mode(see above).

To embed the Dock Link SDK in to your web application you need to include a reference to a javascript file and create an HTML DIV tag within your page with the .DockLink_AppList CSS class. This DIV tag will contain the application listing and is customizable via a number of data-* attributes.

The SCRIPT tag:

<script type="text/javascript" src="https://myintranetapps.com/dock/link/2021-01-15/link.js"></script>

The DIV tag:

<div class="DockLink_AppList" data-type="accounting" data-callback="https://myapp.com/return-page?param=1"></div>

To embed the Chart of Accounts mapping widget to allow your users to map their accounts to your standard CoA you need to include a reference to a javascript file and create an HTML DIV tag within your page with the .DockLink_AccountMapping CSS class. This DIV tag will contain the users chart of accounts and a list of your accounts they can map to.

The SCRIPT tag:

<script type="text/javascript" src="https://myintranetapps.com/dock/link/2021-01-15/accounts-mapping.js"></script>

The DIV tag:

<div class="DockLink_AccountMapping"></div>