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      Connecting Data Sources

      Detailed instructions to help you connect Data sources

      Lastly modified on: Fri, 21st June, 2024 at 09:58 AM

       

       

      Prerequisite

      • Admin Access: Ensure that the individual setting up the data connection holds administrative privileges within the desired data source account. 
        • Establishing data source connections does not require an Adriel user log-in. Connecting specific data source can be done by sharing a link with the authorized user with necessary permissions 

          The link below the search bar provides access exclusively to the data source connection page. Refer to the screenshot below. 

          Screenshot 2023-12-27 at 11-15-50 AM-png copy

      Tips

      • Connectors marked with a green gear icon signifies Custom connectors. If you need to connect a Custom connector, follow the instructions below. 
      • In order to complete the connection, fill in the username and password field or invite bot15167@adriel.com to the selected data source for integration. 
      • If you do not see the connection you're looking for, please contact your dedicated Customer Success Manager or utilize the Chat Box to share the details of the platform you want to connect to. Even without a direct API connection, we can get the data you need into Adriel through CSV upload, Google Spreadsheet integration, or integration with your data warehouse. 

        Upon  request, we can customize additional API connections for an added fee. 

      Instructions

      1. Sign in to Adriel and click the "Connections" icon on the navigation bar at the left of the screen. 
      2. Type the name of your desired connection channel into the "search for a data source" field.
      3. Choose the appropriate data source from the drop-down list.
      4. A panel will appear on the right side of the screen. Fill in the necessary fields for connection. 
        The requirements can differ depending on channels. Click "Submit" to complete connection after filling in the required fields. 

        Note: A connection guide will be provided within the panel for added assistance. Refer to the image for visual guidance.

        Reminder: The user connecting the data source must be an admin to successfully complete the connection. 

      5. Upon successful data source connection, it will appear in the "Connected data sources" section situated below the search bar on the Connections page.

        Note: Multiple accounts from the same data source can be connected, however, they are categorized as 1 connector per account according to payment plan terms.

        Data propagation begins instantly, yet it might take up to an hour before displaying on your dashboards.

      If you require additional help with data source connections, please contact Adriel Support in the chat box.