Documentation

Description

Preview a sample of your data directly in the extraction setup — before committing to a full sync. See exactly which fields and values will be extracted, catch configuration issues early, and set up extractions with confidence.

How to Use

Step 1. Connect your data by selecting the accounts you'd like to sync.

Step 2. Choose the extraction templates you'd like to use.

Step 3. Select the dimensions, properties, and metrics you need from the available lists.

Step 4. Click the Preview button. Improvado runs a lightweight extraction against your connected account and returns up to 100 rows of today's data. The preview checks up to 5 accounts and returns the first non-empty result.

Step 5. The preview table shows all selected fields — including dynamic and custom CRM fields (Salesforce, Dynamics 365, and others) — so you know exactly what you'll get.

Step 6. Explore individual metrics in the preview and sort the data as needed. Validate that your field mappings and custom settings look correct.

Step 7. Once everything looks right, click Finalize to complete your setup.