How to Add Omni Shares

Step 1:  Log In to the URL https://admin-lax.convoso.com/login using your Admin credentials.

Step 2:  From the Dashboard, click on (A) “Apps” and select (B) “Omni Shares” from the drop down.

Step 3: In the “Show Vendors” section, click on (C) “Add Omni Shares” button

Step 4:  Fill up the necessary information about the vendor.

• Name  – Vendor name is used for reference only and can be modified
• Api Url – Enter the Api Url of the Vendor
• Api Authentication  – if the vendor is using an Auth Token, put that in this section
• Authorization Header - (ex: Content-length: 0|Content-type: application/json|Authorization: OAuth SomeOAuthaccess_tokenString)
• Request Method –
  • GET – API Vendor will be posting lead into the system.
  • POST – system will be posting leads to the third party API Vendor
• Output Data Type – select the Data Type that’s compatible to the 3^rd party API
  • JSON - (ex: '{"key1":["value1","value2","value3"],"key2":["value1","value2","value3"]}')
  • XML - (ex: '<Values><value>value1</value><value>value2</value></Values>')
  • TEXT - (ex: 'value1,value2,value3')
• Delimiter:
• Adaptor ID  – If the Request method is POST, we need to select the Adaptor ID assigned to the Vendor.

Step 5: Click on Save Omni Share