T
Telblu
Integrations

Let your systems prove
the strategy is working.

Telblu integrations bring results in from the systems you already run. Salesforce, the Telblu API and spreadsheet imports all feed the same place: readings against the KPIs and performance measures your teams already own.

  • Salesforce, Telblu API, CSV and Excel
  • Readings map to existing KPIs and performance measures
  • Preview and validate before anything is written
  • Every reading records where it came from
  • Full sync history and connection health

Available connectors

Salesforce
CRM
Telblu API
API and webhooks
CSV and Excel
File import
Sync outcomes recorded
SuccessfulIn progressPartialFailed
Connectors

What each connector does

Only the capabilities that exist in the product today.

Salesforce

CRM

Connect a Salesforce org and turn a report-style query into a recurring reading against a measure you already track.

  • OAuth connection to your Salesforce org, with the connected user and org shown
  • Objects supported today: Opportunity, Account, Lead, Case, Contact and Task
  • Aggregations: count of records, sum, average, minimum and maximum of a field
  • Filters with is / is not / any of / none of / greater than / less than / contains / is empty
  • Choose a date field to count the current reporting period only, or all time
  • Preview the exact query and resulting value before activating the mapping
  • Manual sync on demand, or a daily automatic sync

Telblu API

API and webhooks

Let your own systems, data warehouse or scheduler push readings into Telblu, and push Telblu events back out.

  • Issue named API keys scoped to read, write or admin
  • Set an expiry, see the key prefix and last used time, revoke at any time
  • Outbound webhooks with a signing secret and delivery history
  • Events available: strategy published, board pack approved, risk escalated, KPI reading recorded, user invited, user status changed
  • Delivery log shows response status, response snippet, duration and failure count

CSV and Excel

File import

Upload a spreadsheet of results and map its columns to the measures they belong to. Nothing is written until you approve the preview.

  • CSV and Excel files up to 3 MB, with sheet selection for workbooks
  • Map columns to metric identifier, value and reporting period, plus optional department, external reference and commentary
  • Column maps are suggested automatically and saved for the next import
  • Row-by-row validation marking each row ready, warning or error, and create, update or skip
  • Import summary with rows created, updated, skipped and failed, plus per-row error messages
Lifecycle

How an integration runs

01

Connect

Authorise Salesforce, create an API key, or choose a file. The Integrations Centre shows each connector as not configured, connected, syncing, attention required or disconnected.

02

Map

Point the external source at an existing measure and set the frequency: daily, weekly, monthly, quarterly or annually.

03

Preview

See the value the mapping would produce, the period it lands in, and any warnings, before you activate it.

04

Sync

Run on demand or on schedule. Readings appear on the KPI and performance pages with their source shown.

05

Monitor

Every run is recorded with status, rows processed, created, updated, skipped and failed, plus the last success, last attempt and last error on the connection.

Administration

Managed from one
Integrations Centre

Administrators see every connector for their organisation in one place: its health, when it last succeeded, when it last tried, the last error, how many mappings are active and how many measures are being fed.

  • Connection health at a glance
  • Full run history per connector
  • API key issue, expiry and revocation
  • Webhook endpoints and delivery attempts
Reading sources shown in Telblu
  • Manual entryHealthy
  • CSV importHealthy
  • Excel importHealthy
  • Telblu APIHealthy
  • SalesforceHealthy
Mapping frequencies
  • Daily
  • Weekly
  • Monthly
  • Quarterly
  • Annually