Exploring Data Source Connections in Oviond
In this video, we guide you through connecting your clients' marketing data sources to Oviond. You’ll learn how to set up integrations with platforms like Google Analytics, Facebook Ads, and Google Ads, ensuring seamless data flow into your projects. We also cover troubleshooting steps for resolving data connection issues and maintaining accurate data updates.
This tutorial is perfect for users looking to efficiently integrate and manage client data within Oviond.
Step-by-Step Instructions
1. Log in to Your Oviond Account
Navigate to Oviond's login page and enter your credentials.
2. Open Your Client's Project
Select an existing project or start a new one from scratch.
Open the project in the Workspace Editor.
3. Access the Data Sources
Click on the data sources button in the toggle menu on the right-hand side.
4. Select the Data Source
Choose the data source you would like to connect from the list.
5. Create a Profile for the Data Connection
A pop-up will prompt you to create a profile for the data connection. This helps ensure that the correct data source is used and is easy to identify for each client.
Name the profile accordingly.
6. Follow the Authentication Process
Follow the authentication prompts as required by the selected data source.
Enter the necessary credentials (API key, login details, etc.).
Ensure the credentials are correct to avoid connection errors.
7. Confirm the Connection
The connected account will now be named and available to select.
Note: The steps may vary slightly from data source to data source.
Connected data sources will appear at the top of the list.
8. Use Connected Data Sources
Go to the Asset Library for premade assets or create data queries from scratch.
Select your connected data source.
Additional Information
Data Not Found message: If a query shows this message instead of data, click 'Refresh'. If this does not work, reconnect the integration's token by clicking 'Connect'.
Summary
By following these steps, you have successfully connected your client's marketing data sources to Oviond, enabling seamless data integration and efficient management of client data within your projects.
Related Resources
Part 5: Exploring Templates and Assets
Save time by using our pre-built templates to quickly set up your reports and dashboards with ease.
Overview: How to connect data sources
Learn how to connect clients' marketing data sources to Oviond with this step-by-step guide. Set up integrations, troubleshoot issues, and maintain accurate data updates efficiently.