Documentation

Where to Find Your Connected Sources

Updated on

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 nameAlso, 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.

Data Source

This column shows the provider name for which you created this connection. Click it to see the configuration of this exact connection

Business Account

A business account is an email or login associated with available accounts for the data source.

Status

This column shows business account credentials validity. It has two states: 

  • Active means that you can access the data source by these credentials
  • Error warns that credentials are not valid

You can see the issue details by clicking the "plus" icon at the beginning of the line.

Account Status

  • Loading accounts - authorization has not been completed yet
  • No accounts - authorization has been completed, but there are no accounts yet
  • accounts - n accounts are connected, everything is ready for data extraction
  • Error - anything is wrong with your accounts

Business Account ID

This ID is used to identify which credentials were used when connecting if you have multiple accounts with the same name

Created

Нere you can see when the connection was created.

Last Authorization

This column shows the last authorization date of the connection. It will be empty if the connection has not been authorized yet.

Actions

The set of available actions depends on connection status.

  • You can set up data extraction only for an active connection with at least one connected account.
  • If you have some issues with business account credentials, you can reconnect it.

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.

Schema information

Setup guide

Settings

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Troubleshooting

Troubleshooting guides

Check out troubleshooting guides for
Where to Find Your Connected Sources
here:

Limits

Frequently asked questions

How long does it take to sync my account?

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.

How to extract data from a Data source?

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:

  1. Select accounts
  2. Choose Extraction templates
  3. Configure Extraction template
  4. ~Configure Extraction schedule
  5. ~Select the required dimensions & metrics
  1. Check the result

You can check out a more in-depth guide here.

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Questions?

Improvado team is always happy to help with any other questions you might have! Send us an email.

Contact your Customer Success Manager or raise a request in Improvado Service Desk.