1. Connect Your Systems
Plecto integrates with more than 100 systems. Connect yours and build a winning KPI tracking setup in no time.
Do you use Salesforce, HubSpot, Zendesk Sell, or other systems? Browse our integration catalog and see what systems you can connect to track your Key Performance Indicators (KPIs) in real time.
Get your data in Plecto automatically, manually, or through a custom API
Apart from integrating with systems, Plecto also supports manual data sources (add your targets, budget, or other data manually) and custom API data sources (build your own integrations).
Connect your systems
You need admin access to your system to connect it to Plecto. Alternatively, you can invite your tech team to set up the data sources. Plecto receives read-only access, so your data is safe with us.
- Go to Data management > Data sources > + New data source.
2. Choose the system you want to connect to Plecto. Not all integrations follow the same setup routine. Follow the steps on your screen or find our integration guides to help you set up.
3. Select the data you want to import to Plecto. Each data type you import will create a separate data source in Plecto. Feel free to adjust your data source parameters in the advanced settings. Most integrations allow you to change the settings once a data source has been created.
4. Click "Next" to import your data.
To help you get started, Plecto imports a month's worth of data automatically. If you want to import more data, follow this guide: Manual Refresh and Import of Data.
You have now connected your system to Plecto! 🎉Find the list of your data sources in Data management > Data sources.
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