Dec 3, 2023
The connection provides access to a specific data source according to your credentials. To see all your connected sources select the Connections item from the left menu.
If you want to create a new connection, click the Make a new connection button in the upper right corner of the screen.
Use the search field to find the necessary connection by the data source name. Also, you can sort the data ascending or descending in every column except Status and Actions.
The Connected Source list contains eight columns. Let's look at each of them in more detail.
This column shows the provider name for which you created this connection. Click it to see the configuration of this exact connection
A business account is an email or login associated with available accounts for the data source.
This column shows business account credentials validity. It has two states:
You can see the issue details by clicking the "plus" icon at the beginning of the line.
This ID is used to identify which credentials were used when connecting if you have multiple accounts with the same name
Нere you can see when the connection was created.
This column shows the last authorization date of the connection. It will be empty if the connection has not been authorized yet.
The set of available actions depends on connection status.
Also, you can delete a connection using the "trash bin" icon at the end of each line. You will remove our reference to your source but will not delete any data from your source.
The list of Data source accounts is updated daily. You can also update the list of accounts by clicking the Sync Accounts button on the Connection Details page. The duration of the account synchronization depends on the Data source service processing speed and the size of the data.
Click on the Extract button for the required Connection in the Connected sources list.
Then, you can set up the data extraction in four simple steps:
You can check out a more in-depth guide here.