Totango

Totango is a customer success platform that helps businesses optimize customer engagement and retention through data-driven insights, health scoring, and automated workflows for subscription-based companies.

Power end-to-end data operations for your Totango API with Nexla. Our bi-directional Totango connector is purpose-built for Totango, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Totango or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Totango workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

• Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
• Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
• API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
• Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites

Before creating a Totango credential, you need to obtain your API Key (app-token) from your Totango account. Totango uses API key authentication for all API requests, with the token sent in the app-token header.

To obtain your Totango API key, follow these steps:

1. Sign in to your Totango account using your administrator credentials.

2. Navigate to Settings in your Totango account, typically accessible from the account menu or settings icon in the top navigation.

3. In the Settings menu, navigate to API or Integrations to access API configuration options.

4. Look for the API Keys or App Tokens section in your Totango settings.

5. If you don't have an API key yet, click Create API Key or Generate Token to create a new API key.

6. Configure your API key settings:

   • Enter a name for the API key (e.g., "Nexla Integration")
   • Review and select the permissions or scopes for the API key (if applicable)
   • Set an expiration date if required (optional)

7. Click Create or Generate to create the API key.

8. Copy the API key immediately after it's generated, as it may not be accessible again after you navigate away from the page.

9. Store the API key securely, as you will need it to configure your Nexla credential. The API key is sensitive information and should be kept confidential.

The API key is sent in the app-token header for all API requests to the Totango API. The token authenticates your requests and grants access to Totango resources based on your account permissions. If your API key is compromised, you should immediately revoke it in your Totango account settings and generate a new one. For detailed information about obtaining API keys, API authentication, and available endpoints, refer to the Totango API documentation.

Authenticate

Credentials required

Field	Required	Secret	Description
API Key Value	Yes	Yes	Api key from Totango

Create a credential in Nexla

1. After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – Totango

2. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

3. Enter your API Key Value in the API Key Value field. This is the API key (app-token) you obtained from your Totango account settings (Settings > API or Integrations > API Keys). The API key is sent in the app-token header for all API requests to the Totango API and must be kept confidential.

   If your API key is compromised, you should immediately revoke it in your Totango account settings and generate a new one. The API key provides access to your Totango account data and should be treated as sensitive information. Keep your API key secure and do not share it publicly.

   For detailed information about obtaining API keys, API authentication, and available endpoints, see the Totango API documentation.

4. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.

Use as a data source

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Totango connector tile, then select the credential that will be used to connect to the Totango instance, and click Next; or, create a new Totango credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Totango endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

Search Accounts

This endpoint template allows you to query Totango's online database for accounts that fit certain search criteria (e.g., "all paying customers who were active in the last 90 days"). Use this template when you need to search for accounts based on specific criteria for analysis, reporting, or integration purposes.

• Enter the Query in the Query field. This should be a JSON object containing the search criteria and the account fields you'd like returned. The Query determines which accounts will be retrieved and which fields will be included in the response. The query should include terms for filtering accounts, count and offset for pagination, fields to return, sort options, and scope. A default query is provided that searches for paying customers and returns health information and success manager details.

This endpoint allows you to search for accounts using complex criteria and return specific fields for each matching account. The query uses JSON format with terms for filtering, pagination parameters, field selections, and sorting options.

For detailed information about account search queries, API response structures, and available search criteria, see the Totango Search API documentation.

Retrieve events per account

This endpoint template retrieves all events registered on the timeline of a specific account from your Totango account. Use this template when you need to access event history, activity logs, or timeline data for a particular account for analysis, reporting, or integration purposes.

• Enter the Account ID in the Account ID field. This should be the unique identifier of the account whose events you want to retrieve. The Account ID determines which account's events will be retrieved. You can find the Account ID by using the "Search Accounts" endpoint or from your Totango account dashboard.

This endpoint returns all events registered on the timeline of the specified account, including event types, timestamps, and event details. The Account ID can be found by using the "Search Accounts" endpoint or from your Totango account dashboard.

For detailed information about events, API response structures, and available event data, see the Totango Touchpoints API documentation.

Search for users

This endpoint template allows you to query Totango's online database for users that fit certain search criteria. You can specify which data fields you'd like Totango to return for every user that fits the criteria. Use this template when you need to search for users based on specific criteria for analysis, reporting, or integration purposes.

• Enter the Query in the Query field. This should be a JSON object containing the search criteria and the user fields you'd like returned. The Query determines which users will be retrieved and which fields will be included in the response. The query should include terms for filtering users, count and offset for pagination, fields to return, and scope. A default query is provided that searches for users in paying accounts and returns last activity time and activity counts.

This endpoint allows you to search for users using complex criteria and return specific fields for each matching user. The query uses JSON format with terms for filtering, pagination parameters, field selections, and scope options.

For detailed information about user search queries, API response structures, and available search criteria, see the Totango Search API documentation.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration

Totango data sources can also be manually configured to ingest data from any valid Totango API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom authentication headers or request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

Path to Data Example: If the Totango API response is in JSON format and includes a nested array named hits within a response.accounts object that contains the relevant data, the path to the response would be entered as $.response.accounts.hits[*].

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Totango data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.