Connect Docusign to Chartio to Streamline Marketing Analytics

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What is Docusign?

DocuSign is a leading e-signature platform that streamlines the process of signing, sending, and managing digital documents for large enterprises. By using DocuSign, companies can improve the efficiency of their workflows, reduce errors, and ensure compliance with industry standards. Some key benefits for enterprises include increased security, faster contract cycles, and cost savings due to reduced paper usage and manual processing.

What is Chartio?

Chartio is a powerful data visualization and business intelligence (BI) tool designed for enterprise companies. It enables users to analyze and visualize data from a variety of sources, helping them make data-driven decisions and optimize their business processes. With Chartio's intuitive interface and robust reporting capabilities, organizations can easily create custom dashboards, track key performance indicators (KPIs), and share insights across their teams.

Connecting Docusign to Chartio

Connecting DocuSign to Chartio can be achieved through the following steps:

  • Export DocuSign data: Start by exporting your DocuSign data, such as envelopes, documents, and signatures, into a file format that can be easily imported into Chartio (e.g., CSV, JSON, or XML).
  • Prepare data for import: Clean, transform, and normalize your DocuSign data to ensure that it's compatible with Chartio's data import requirements.
  • Choose a data storage solution: Select an appropriate data storage solution like a database or data warehouse to store your DocuSign data before importing it into Chartio.
  • Import data into Chartio: Use Chartio's native data connectors or a third-party data connector for Chartio to import your DocuSign data into the platform.
  • Create visualizations and dashboards: Once your DocuSign data has been imported into Chartio, you can start creating visualizations and dashboards to analyze and gain insights from your data.
  • Automate data extraction, transformation, and loading: To keep your DocuSign data up-to-date in Chartio, consider using a data connector for Chartio DocuSign, like Improvado, which specializes in automating the process of extracting, transforming, and loading (ETL) data from various marketing data sources into BI platforms.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Docusign to Chartio with Improvado

Improvado is an advanced marketing analytics platform that offers a seamless solution for connecting DocuSign to Chartio. By using Improvado, you can easily extract data from DocuSign and transform it into the desired format for Chartio, without the need for manual data manipulation or coding expertise. The platform covers the complete data pipeline from data extraction to data visualization, making it an ideal choice for large enterprises looking for a scalable, customizable, and efficient solution.

Some key benefits of using Improvado to connect DocuSign to Chartio include:

  • Automated data extraction and transformation: Improvado offers an extensive list of metrics and dimensions that can be automatically extracted from DocuSign and other data sources, saving time and reducing errors.
  • Centralized data management: With Improvado, you can centralize your marketing and sales data, making it easier to manage and analyze across multiple platforms.
  • Customization and scalability: The platform can be customized to meet the specific needs of your organization and can handle large volumes of data, ensuring that it remains a reliable solution as your company grows.
  • High-quality customer support: Improvado offers dedicated customer support to help you with any issues or questions that may arise during the process of connecting DocuSign to Chartio.

Summary of connection Docusign to Chartio

In summary, connecting DocuSign to Chartio is a valuable way to visualize and analyze your DocuSign data, enabling you to make data-driven decisions and optimize your business processes. By using Improvado, you can streamline the process of connecting these two platforms and enjoy benefits such as scalability, customization, high-quality customer support, and the ability to process large volumes of data. Furthermore, Improvado allows you to centralize your marketing and sales data, making it an ideal solution for large enterprises. To learn more about how Improvado can help your organization connect DocuSign and Chartio, book a call with one of their experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
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Activision relies fully on Improvado for its marketing dashboard.

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