Connect Yext to Tableau Without SQL

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What is Yext?

Yext is a leading digital knowledge management platform that helps large enterprises manage and optimize their online presence. By centralizing and synchronizing business information across various channels, Yext enables companies to improve their online visibility, enhance customer engagement, and increase conversion rates. With Yext, enterprises can manage critical business information, such as locations, products, services, and events, in a single platform, ensuring accurate and consistent data across all digital touchpoints.

What is Tableau?

Tableau is a powerful business intelligence (BI) and data visualization tool that allows enterprises to analyze and visualize complex data sets quickly and efficiently. With its user-friendly interface and robust analytical capabilities, Tableau enables decision-makers to gain insights into their business, identify trends, and make data-driven decisions. Tableau's features include interactive dashboards, real-time data analysis, and collaboration tools, which help large enterprises to explore and understand their data, streamline reporting, and drive better business outcomes.

Connecting Yext to Tableau

Connecting Yext to Tableau can be achieved through several methods:

  • Using Yext's built-in data export features to export data in a format compatible with Tableau, such as CSV or Excel.
  • Utilizing a third-party data connector for Tableau Yext integration, which automates the process of extracting data from Yext and loading it into Tableau.
  • Developing a custom API integration between Yext and Tableau, which requires programming skills and a deep understanding of both systems.
  • Employing a data pipeline solution like Improvado to extract data from Yext and load it into Tableau, streamlining the process and ensuring reliable data synchronization between the two 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

Connecting Yext to Tableau with Improvado

Improvado is the ideal solution for connecting Yext to Tableau, as it offers a seamless, scalable, and customizable data integration process. With Improvado, you can automatically extract a wide range of metrics and dimensions from Yext, transform and normalize the data, and load it into Tableau for visualization. This eliminates the need for manual data exports or custom API integrations, saving time and reducing the risk of data inaccuracies.

In addition to its data integration capabilities, Improvado offers excellent customer support, ensuring a smooth onboarding process and ongoing assistance as needed. Furthermore, Improvado is designed to handle large volumes of data, making it an ideal solution for large enterprises with complex data requirements. By centralizing marketing and sales data in a single platform, Improvado enables organizations to gain a comprehensive view of their business performance and make data-driven decisions with confidence.

Summary of connection Yext to Tableau

In summary, connecting Yext and Tableau is essential for large enterprises looking to analyze and visualize their marketing data effectively. By leveraging Improvado's powerful data integration capabilities, organizations can streamline the process, ensuring scalability, customization, and high-quality customer support. Improvado's ability to process large volumes of data and centralize marketing and sales data in one platform makes it the ideal solution for enterprise-level Yext and Tableau users. To learn more about how Improvado can help you connect Yext to Tableau, book a call with an expert 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.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.
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