Hello Everyone
I am looking into klipfolio right now for our business dashboard requirements and I have a query regarding data connectivity. Our goal is to include information into klipfolio dashboards from a variety of sources; including salesforce; google analytics, and our own database. Could someone perhaps advise me on how to set up these integrations best?
Thank you in advance
Hi Quinlan,
Thanks for the post!
I'll list some helpful documents that walk you through how to configure these connections in PowerMetrics:
Adding Salesforce metrics and data feeds
Adding Google Analytics 4 metrics and data feeds
Creating a SQL database data feed and metrics
These should be a good place to start to get familiar with how to connect your data. If you have any specific questions along the way, please reach out to support@klipfolio.com and someone from our team will be happy to assist you!
Best,
Parker Selman
Technical Support Team Lead - Klipfolio
