🔌Data Sources

Learn what to do and how to navigate the essential page for connecting your data.

The Data Source Page

Connected Accounts

• QBO: it shows a strange number after the 'quickbooks' string - not too worry - that is the QBO specific unique identifier and should be there

• Shopify: should show your shopify domain store name (temeritygoods.myshopify.com)

• Netsuite via bucket: one way to install Netsuite, can say "Netsuite via email reports" as well

"New Connections" Button

You are able to integrate with all of our native integrations there. Find more information on data integrations by navigating to this link:

Data Integrations

"Last Data Refresh" Column

This column indicates the last raw data that is saved in your data warehouse. Essentially, this is the most recent data that is available for you to use to import data in the SmartModel™ or the data reflected in the reports

❗️Help?! My data source says "disconnected"!!

Not to worry - you can easily click on the three dots and reconnect your account source. Especially for Shopify and QBO, the process is super easy. If the issue persists, double check your wifi connection. If the issue keeps persisting please email your account rep or "[email protected]" with a screenshot and a quick message of all steps you have previously taken.