Plecto is easy to integrate with LeadDesk. LeadDesk provides an SQL server to clients which can be used for reporting. Plecto integrates directly with SQL and it's just a matter of a few clicks to connect. However, you first need to request a login from LeadDesk.

To obtain your login, send an e-mail to support@leadddesk.com and ask for a SQL Reporting Server login (username, password & database), for use with Plecto. They will want to know our public IP adresses.

As soon as you receive the reply, you can add a new SQL data source in Plecto. Fill out the information as defined below:

  • Type: MySQL
  • Host: reporting.leaddesk.com
  • Port: 3306
  • Username: Provided by leaddesk
  • Password: Provided by leaddesk
  • Database: Provided by leaddesk


You can get virtually any information from LeadDesk into Plecto using SQL statements. Here are a few examples:


Importing Calls:

SELECT 
    agents.name as "member_name",
    call_logs.agent_id as "member_id",
    CONVERT_TZ(call_logs.talk_end, @@session.time_zone, '+00:00') as "date",
    call_logs.id as "reference",
    call_logs.status,
    call_logs.talk_time,
    call_logs.number,
    calling_lists.name as "calling_list",
    call_logs.direction,
    call_logs.reason_name
FROM call_logs
INNER JOIN agents on call_logs.agent_id = agents.id
INNER JOIN campaigns on call_logs.campaign = campaigns.id
LEFT JOIN calling_lists on call_logs.calling_list_id = calling_lists.id
WHERE
    CONVERT_TZ(call_logs.handling_stop,@@session.time_zone, '+00:00') > DATE_ADD({{ last_update_time }}, INTERVAL -60 MINUTE)
    OR
    CONVERT_TZ(call_logs.talk_end,@@session.time_zone, '+00:00') > DATE_ADD({{ last_update_time }}, INTERVAL -60 MINUTE)
ORDER BY date DESC;


Importing Working Time:

SELECT
    agents.name as 'member_name',
    agents.id as 'member_id',
    duration,
    agents_history.id as reference,
    CONVERT_TZ(log_out,@@session.time_zone, '+00:00') as date
FROM agents_history
INNER JOIN agents ON (agents.id = agents_history.agent_id)
WHERE log_out > {{ last_update_time }}


Importing Orders:

SELECT
    agents.name as "member_name",
    agents.id as "member_id",
    orders.id as "reference",
    CONVERT_TZ(orders.created_at, @@session.time_zone, '+00:00') as "date",
    SUM(orders_products.quantity) as "Number of products",
    SUM(orders_products.salesprice) as "Sales price"
FROM orders
INNER JOIN orders_products on orders.id = orders_products.order_id
INNER JOIN agents on orders.agent_id = agents.id
WHERE
    CONVERT_TZ(orders.created_at,@@session.time_zone, '+00:00') > {{ last_update_time }}
    AND
    orders_products.salesprice > 0
GROUP BY orders.id;
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