Connecting WhatConverts on Oviond

Introduction

This guide provides the steps necessary to connect and use WhatConverts on Oviond, including permissions, limitations, and troubleshooting.

Prerequisites

• Ensure you have an Oviond account with administrative access.

• You will need a WhatConverts plan that includes API access.

WhatConverts Permissions

Here is how to generate a private API key on WhatConverts:

1. Log into your WhatConverts account.

2. Select the account you wish to connect on the left-hand toolbar.

3. Click 'Master Integrations' from the settings menu.

4. Click 'View Details in API Keys'.

5. Click 'Generate API Key' if you have not yet generated one.

Step-by-Step Instructions

Connecting WhatConverts to Oviond

1. Once you have created a private API token and API Secret, open Oviond and navigate to the client you wish to connect WhatConverts to.

2. Select Project or Start a New Project

• Select the project you want to work on or start a new project.

• If starting a new project, it will automatically open in the Workspace Editor.

3. Access the Project Workspace Editor

• Click 'Edit' to access the Project Workspace Editor if you are working on an existing project.

• In the action sidebar menu on the right, select Data Sources.

2. Select WhatConverts.

8. Copy the private API token and API Secret that was generated in WhatConverts, paste it into the fields in the pop-out and click 'Next'.

10. An authentication pop-up will appear (The first authenticated account will automatically be called "Default WhatConverts Account") and you can change this in Data Sources.

11. Choose the WhatConverts account you wish to connect to and then click 'Save'.

Additional Information

Limitations With WhatConverts On Oviond

• In order to pull your WhatConverts data into Oviond, you will need a WhatConverts plan that includes API access.

• You need to use the API Key and API Secret for the Master Account, and not your sub-accounts.

• Please note that you can only have one WhatConverts connection running per account, meaning that you will be unable to connect your WhatConverts account to multiple clients within your Oviond account.

Reconnecting WhatConverts to Oviond

If you get this error message on your report:

Please follow these steps:

1. Click on the refresh button in the widget or next to the date selector in the project.

   if the widgets still don't load data

2. Click on 'Connect' in the widget and make sure you have connected the correct WhatConverts account. You will need to add a new authenticated account and make sure you have used the correct private API token and API Secret.

If you have followed these steps and are still experiencing issues with WhatConverts on Oviond, please contact support.

Summary

Following these steps will help you successfully connect WhatConverts to Oviond, enabling seamless data integration for your dashboards and reports.

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