Getting Started with the New Third-Party Data Integration for Reports

Overview:

This article provides guidance for users on how to set up and utilize the new third-party data integration for reports within the platform. It outlines the steps to configure the integration, common troubleshooting tips, and important notes for new users.

Setting Up the New Third-Party Data Integration

1. Introduction to the Integration

The new third-party data integration allows users to seamlessly connect their external data sources with the  reporting dashboard. This integration enables enhanced reporting capabilities and data analysis.

2. Initial Setup Steps

To set up the integration, follow these steps:

1. Access the Integration Settings:
   • Log in to your account.
   • Navigate to the Integrations section in the settings menu.
2. Select the Third-Party Integrator:
   • Choose the specific third-party data integrator you wish to connect from the list of available integrations.
3. Enter Required Credentials:
   • Input the necessary API keys, usernames, and passwords as prompted. Ensure that the credentials are accurate to establish a successful connection.
4. Configure Data Mapping:
   • Follow the on-screen instructions to map your data fields from the third-party source to the corresponding fields in.
5. Test the Connection:
   • Use the Test Connection feature to verify that the integration is working correctly. If successful, you will receive a confirmation message.

Important Note for New Users

New users may require additional assistance to ensure the integration is set up correctly. If you encounter any issues during the setup process or if the integration does not connect immediately, please contact our support team for help. They can provide guidance and support to ensure your integration is functioning as intended.

Common Troubleshooting Steps

If you experience issues with the data integration, try the following troubleshooting steps:

1. Verify Credentials:
   • Double-check that all API keys and login credentials are entered correctly. Even small typos can prevent successful connections.
2. Check Permissions:
   • Ensure that the account you are using has the necessary permissions to access the third-party data source. Some integrations may require specific user roles.
3. Review Data Mapping:
   • Confirm that the data fields are correctly mapped. Mismatched fields can lead to incomplete or incorrect data being pulled into your reports.
4. Inspect API Status:
   • Check the status of the third-party API to ensure it is operational. Outages or maintenance on their end can affect connectivity.
5. Clear Cache and Cookies:
   • Sometimes, browser issues can interfere with integrations. Clear your browser’s cache and cookies, then attempt to reconnect.
6. Consult Documentation:
   • Review the integration documentation provided by the third-party vendor for any specific setup requirements or troubleshooting tips.
7. Contact Support:
   • If you have tried the above steps and are still experiencing issues, please reach out to our support team for further assistance.

By following these guidelines, users can effectively set up and troubleshoot the new third-party data integration for reports. Should you need further assistance, our support team is always ready to help ensure a smooth integration experience.