How To Bring Data from Multiple Platforms into Databox

It’s easy to feel overwhelmed when you’re jumping from platform to platform trying to make sense of your performance. By connecting any of our 80+ Native Integrations, you can bring all the data you need into Databox—in just a few clicks.

3 min read

After reading this guide, you’ll understand…

  • The importance of making your data more accessible and therefore more useful
  • How to easily start tracking key performance data from multiple sources
  • Ways to make your data work for you
Why use native integrations?

Don’t let the quality of your data suffer…

When you’re using multiple platforms within a business, it’s hard to keep your data organized. Copying and pasting results into a Google Sheet is not only a time-consuming task, but it also leaves you subject to error. Without a way to automatically connect your data to a single platform, you’ll…

  • Be in the dark – if you can’t track the metrics you are responsible for, you won’t be able to make smart decisions to improve performance, when needed.
  • Waste resources – not tracking metrics related to your goals means you’ll waste resources on the wrong activities.
  • Struggle to stay organized – if you don’t know where your client data is and how to find it, you’ll struggle to stay on task and get things done.
  • Lose credibility – your superiors or clients may not trust your ability to execute if you’re not an expert on key performance indicators.

Using Native Integrations in Databox, you’ll have more time to…

  • Measure your activities  – with real-time access to the metrics you are responsible for, you can focus on ways to skyrocket your performance.
  • Make better decisions – Identifying the right integrations and metrics will help you effectively measure the success of your projects and align your team around new initiatives.
  • Better engage with clients – As your agency grows, you’ll need to establish processes to minimize manual tasks. Keeping accounts organized will allow your team to focus their efforts on things like developing strong client relationships.

Don’t Have Access To A Data Source? Ask A Teammate

Every team member is responsible for growing and improving a set of metrics within an organization. Having real-time access to these metrics helps track and monitor daily activities, improves productivity, and encourages ownership of results.

But, if you’re working in a large organization, it’s unlikely you have access to all of the platforms that host important data.

If you’re ready to take matters into your own hands, you can connect an integration to Databox using Ask a Teammate. Here is what you’ll need to do:

  • Find out who has access to the platform you are looking to connect to Databox
  • Navigate to the Data Manager and click the green + New Connection button
  • Search for the data source you want to connect and click on the Connect button
  • Click the Ask a teammate to connect button
    • Type the email of the person who can grant you access to the source.
    • This is optional, but you can also include a personal message when sending the connection request.
    • Let the teammate know to expect an email from Databox
  • Click the Request access button to send a message to the specified recipient

You can repeat these same steps for any other platform you would like to connect to Databox.


How To Find  Metrics and Connect Data Sources To Start Tracking Performance

When planning quarterly initiatives, you’ll want to outline the steps that will help you achieve your goal. This could include things like outlining a set of deliverables, defining the team members involved, or identifying the metrics and platforms you will rely on to track your progress. 

When connecting a Data Source, you’ll be able to explore all the plug-and-play metrics available for that integration through the connection pop-up. That way, you’ll be able to confirm that it’s pulling the data you need.  

Connect a new Data Source by clicking + New Connection in the Data Manager. Then:

  • Search for the data source name and click Connect 
  • From here, you can view out-of-the-box metrics that are available for the integration. You can choose from…
    •  Basic Metrics – pre-made metrics that can be added right to your dashboard
    • Custom Metrics –  metrics that use dimensions, segments, and filters to get different views into your data
    • Calculated Metrics – metrics created using equations directly in Databox
  • Once you’re ready to connect, click Connect Now
  • Follow the Authentication Process

How To Rename Data Source Connections To Keep Your Account Organized

Let’s say your business has a few different locations and each of those locations has its own set of applications. This means in Databox you’ll end up connecting the same Data Source multiple times (i.e., for 5 locations you may have 5 different Google My Business connections, 5 for Facebook Ads, 5 for Instagram, and so on). 

Establishing a naming convention for your Data Source connections is a great way to keep your account organized. That way, when you’re ready to build a dashboard or use a template, you’re not scrambling trying to find out if you’ve selected the right Data Source. 

After connecting the Data Source, you’ll want to: 

  • Define a naming convention
    • A common example would be Location Name – Google My Business 
  • Click on the Data Source title field 
  • Name the Data Source

3 Quick Tips & Tricks

  1. View Available Metrics For a Data Source ⬇️

    From the Data Manager, you can quickly view a list of the Basic, Custom, and Calculated metrics that have already been created for that integration. Remember, you can create additional Custom and Calculated Metrics on your own using the Metric Builder and Data Calculations, so this is just a starting point!

  2. Set User Permissions To Manage Team Access ⬇️

    Not every person in your organization needs to have access to all of your data. If you want to limit the access for certain team members, you can set user permissions to grant Data Source access for specific users. This means, only the specified users will be able to create dashboards that include data from that Data Source.

  3. Set Time Zones To Improve Client Reporting ⬇️

    No matter where your clients are in the world, their dashboards should always reflect up-to-date data. Using Time Zones, you can specify when your client data is synced with Databox [NOTE: Not available for all integrations. Check what Time Zone each Data Source syncs in here].

Need more guidance? Check out…

How to Connect a Data Source

How to Connect a Data Source You Don’t Have Direct Access To

How to Set Data Source Access Permissions