2. Connecting your Data
A guide on how data can be imported to Plecto and how to set it up to update automatically from the integrations you use the most.
As mentioned at the beginning of this series, a data source is a container for all of your raw and unprocessed data. It is similar to a spreadsheet where you can create columns and rows as you would like. Plecto does this for you in a smart way and stores all of your data so that it can be shown on your dashboards or reports.
You should always try to import the raw data to Plecto as Plecto will process the data using formulas - more on that later.
You can view all of your data sources from this page under "Data management" and "Data sources" in the sidebar.
New data sources can be added from the same page by clicking "New" in the top-right corner.
An example of a data source list.
Plecto integrates directly to +50 integrations, which makes it easy for you to pull data from your most used systems. You can view a full list of all currently supported integrations here. This list also includes more technical information about the integrations and what data can be pulled, update frequencies, and much more.
If you use one of the already-created integrations, then Plecto will be pulling the data automatically from the integration and into Plecto. This means that you do not have to do any setting up on your end besides the initial configuration, which is usually done in a couple of clicks.
Try adding a data source for one of your integrations from this page. Simply click on the integration you wish to connect with and follow the instructions on the screen. You should have full administrative access to the integration you are connecting to Plecto.
Can't find your system on the integration list? We are continuously working on new integrations and we would love to hear from you if you have any suggestions for what integrations we should add next. Reach out to our Support Team.
Manual data source
Plecto also allows you to create your own data sources and manually add or remove fields (also known as columns) to perfectly match your needs. This is typically used for manually registering sales, keeping track of employees' birthdays, creating targets, and much more.
You can fully customize the fields in the data source and also decide on who can enter data into the different data sources. Read more about these here.
An example of a manual data source with registrations.
Be aware: As a user, you can modify all registrations within 24 hours of their creation. You can do it both through Plecto's mobile app and on the web browser. As an admin or a team manager, you can modify registrations with no limitations.
Entering data from the mobile app
Plecto has a great app for both iOS and Android, which can be used to manually enter data to a data source on the go. You can also access dashboards, reports, and much more directly from the app. This allows you to quickly enter data and stay on top of your metrics without having to be near a computer or a TV.
Download the free app now and get started:
Next steps: Once you have created one or more data sources, you can continue to the next article in the "Getting Started" series. The next article will show you how to use the data to create custom metrics, which can be shown on dashboards or reports: Creating your Custom Metrics.