Overview: How to connect data sources

Introduction

This article provides a guide on how to connect clients' marketing data sources to Oviond, set up integrations, troubleshoot data connection issues, and maintain accurate data updates.

Step-by-Step Instructions

1. 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 action sidebar menu on the right-hand side.

   4. Select the Data Source

   • Choose the data source you would like to connect from the list.

   • Click the blue ‘+’ button.

   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.

   • Linked 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.

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