When your presentation is ready, you can export it to Veeva. This article assumes you have the Veeva API connection set-up.
If you are using the Multichannel Loader, please read this article.
If you have a central person in the organisation that manages the sync process, please reach out to that person. Add the url of the presentation (copy paste it when you are in the presentation) in the email to inform your contact person.
What you need to have to do a Veeva API sync:
Set-up the connection
Have Veeva Vault credentials and permissions to (1) create a multichannel presentation in Vault and (2) have Veeva API permissions
When you are in doubt, please connect with your internal Veeva specialist or reach out to Shaman support.
These are the steps to do the export.
1. Do a final preview
You might want to check if every works the way it should. Select 'preview' in the left side bar and walk through the structure and links to do a final check.
2. Publish the presentation
The first step is to click 'publish' in the left side menu bar. ShamanGo will now check if all information is set correctly, like links and Veeva information. If all is fine, you will see the logs of all previous exports. Click publish in the top right corner to continue.
3. Select export type
Now you select to sync with Veeva. Click publish in the top right corner.
Now you will be prompted with a screen to enter your Veeva credentials, needed to authenticate with the Veeva API. Read more about storing your Veeva credentials.
After authentication the export process will start. You can see the progress in the screen:
ShamanGo will now authenticate, create (or update) the multichannel presentation (binder) and sync the shared resource.
Per key message ShamanGo will:
convert to html
add rendition file
zip the package
create key message in Veeva Vault (draft state), with all required data including the key message name
link to shared resource file
After 5-10 minutes (depending on the number of slides) the process will be finished and the multichannel presentation will be available in Veeva Vault