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Data Integrations Dashboard - User Guide
Data Integrations Dashboard - User Guide

User guide for the Data Integration Dashboard/interface

Rishabh Singh Jasrotia avatar
Written by Rishabh Singh Jasrotia
Updated over a week ago

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What is it?

The Data Integrations tool is built to import different data sources or integrate different platforms like Customer Relationship Management Systems to Optmyzr.

You can pull in a data source, apply different filters and create data sets out of it to view information in a simplified manner. It’s designed to work with different platforms, source types, use cases, or permission levels.

You can access it from here or from the menu bar under Audits and Insights or, the Integrations section in Utility tools.

How is it useful?

  • It helps you integrate CRM data to assist you with additional insights and decision-making in Optmyzr.

  • It improves workflow by making distributed and important data easily and quickly available in one single place with just a one-time setup. If you’re working with multiple sheets, tools, or dashboards it’s inconvenient to keep switching.

  • It gives an organized view of data relevant to you. Using a shared team data source can be difficult with loads of unwanted data. In the Data Integration dashboard, you can filter data for a simplified view.

For Example, you are a sales manager and you want to monitor the performance of your team members. You have a company-level CRM data source that contains information about the leads, opportunities, sales, revenue, etc. However, this data source is shared by other teams as well, so it has a lot of irrelevant data for you.

Using the Data Integration dashboard, you can filter the data by your team name, region, product, time period, etc. to get a customized view of the data that is relevant to you. This way, you can easily track the progress and performance of your team and identify any issues or opportunities for improvement.

It automatically updates as the information in the data connector changes ensuring you’re always on top of changes.

Types of Integrations available

  1. Spreadsheet Integration- The source type is a live spreadsheet link that contains the required data. Sharing the link with Optmyzr will instantly give us access and allow you to create data sets out of it in the tool.

  2. Hubspot Integration- The source type is a Hubspot account. To create a HubSpot connection you should have proper access to different reports, dashboards, and actions in your HubSpot account.

  3. Zoho/Salesforce/Shopify/Other Integrations- The source type is a CSV email attachment. The data to be imported should be sent as a CSV attachment through an email to a customized email address that you create inside the integrations tool when you begin the setup.


Data Connector: It is the raw data source that contains all the reports/scopes fetched from the main integration. It is the base of all data sets. You have to configure it properly to make the data sets work. Once the data types are configured, you can’t re-do it for the same connector.

Data set: It is an organized and filtered view of the data connector. You can create multiple data sets from a single connector based on your requirement.

How does it work?

  1. Select the type of integration: Based on your data source type or your access levels to the source select the integration type.

  2. Add data connector: Go to the ‘Data Connectors’ tab and click on the 'Add New Data Connector' button to configure a new data connector. This section will contain all your raw data sources for the specific integration.

    Note: Every platform has a different process to connect to Optmyzr and you can follow the on-screen instructions for the same.

  3. Create a new data set: Go to the data set tab and select the data connector you added.

    If you skipped configuring the columns data type in the previous step, you have to complete it here.

    You can then title your data set and add filters to view only relevant data.

    Once your data set is created, it keeps changing as the integration (like in spreadsheet integration, the live sheet) updates. You can further update and save your data sets as required.

Use Case

Let’s say you’re running an analysis on the performance of your new brand. Using different Optmyzr tools you’re able to identify top-selling products, shopping trends, your total return on ad spend, etc from your PPC campaigns. But you also have offline stores and want to count it in to evaluate overall success.

Using data integration you can connect the offline source or even a platform like Shopify to incorporate additional data that make sense with your online data. Have a holistic view to fill in the gaps required to make appropriate decisions.

Demo Video

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