Manual Data Sources

Learn how to work with manual data sources in Plecto.

Last updated: Nov. 3, 2021

What is a manual data source?

Plecto has different types of data sources. We support manual data sources, integrations, and custom API data sources. If you enter your data and add registrations in Plecto manually, it means that you're working with manual data sources. No matter the type, all data sources organize data in the same way.

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An example of manual data source options.

Manual data sources are typically used for manually registering sales, creating targets, keeping track of tasks, meetings, and much more. In addition, manual data sources allow you to import data directly from Excel spreadsheets, connect your Google Sheets to Plecto with Zapier, and much more.

Data sources and templates

Plecto offers four manual data source options: three templates and one custom input data source that you build from scratch. Having templates means that we have added in advance some custom fields to the data sources. For example, "Closed deal" and "Sales target" come with a number field "Amount."

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An example of a freshly created "Sales target" data source.

Note: "Closed deal," "Sales target," and "Booked meetings" are template data sources.

Create a manual data source

To create a manual data source in Plecto, follow the steps below:

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An example of a data source page in Plecto.

  • Scroll to the bottom of the page until you see the "Manual Data Entry" section. Select which of the manual data sources you want to add to your Plecto organization.
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When adding a new data source, you can choose between four manual data source options.

  • If you select a template, all you need is to click "Confirm" to create the data source.
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Press "Confirm" to create a data source from template.

The image below is an example of a template data source: "Sales target." The field "Team" is usually hidden in all data sources. To make it visible, click "Filters" in the top-right and click on the eye icon.

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  • If you select "Custom input," you will start with a blank data source that only contains the mandatory fields (ID, Employee, Team, Created date). Give your data source a title, adjust the permissions if necessary, and click "Save."
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If you select "Custom input," this is where you start building your data source.

Note: All manual data sources (including templates) are customizable, and once created, you can rename them, add or remove custom fields, change permissions, and more.

Add custom fields

Custom fields are additional columns in your data sources. You can add custom fields in different formats: number, text, date, list, yes/no, and country.

  • To create a custom field, go to your data source settings in Data management > Data sources.
  • In the section "Fields," select "+ Add field" to create a new custom field.
  • Fill in the details such as field name, data type, and others.
  • Click "Save" to finish.
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An example of the default and custom fields in a data source. The custom field names are displayed in bold.

Be aware: Please note that only plain text should be included in the column titles. Inserting special symbols such as "()*/" etc. can cause formulas to malfunction and not display any data. 

Add registrations

Once you have created the data source, you can start adding registrations to it. To add a registration, click on the "+ New" button in the top-right corner. From there, fill out the registration details and click "Save."

Sales Targets DK data source example.png

An example of a data source "Sales target DK."

Be aware: Employees with standard login access can modify their registrations within 24 hours of their creation. Admins and team managers can modify registrations with no limitations.

Add registrations from the mobile app

Plecto has a great mobile app for iOS and Android devices, and you can use it to enter data into a data source manually. You can also access dashboards, reports, and much more, all directly from the app.

Download the free Plecto mobile app and stay up to date with your KPIs:

Online registration boxes

If you have teams in Plecto, you can add online registration boxes to the front page to enable employees with standard login access to create registrations without them gaining access to your data sources.

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An example of an online registration box called "Deals" on an organization's front page.

To add an online registration box to your front page:

  • Go to Organization > Teams.
  • Choose either + New team to create a new team or Edit on the right of an existing team.
  • Add a data source under "Online Registration Boxes."
  • To finish, click "Save" in the bottom-right corner.

The added registration boxes will now show on your front page.

Read more: Learn about teams in Plecto.

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