Data & Integration

In ElevateHQ, you can connect to your data source access data that is being pulled from your data source. You can also sort through the data using an SQL query or putting custom rules in the system. In this tutorial we learn how to integrate with your data source and access data from your source.

Step 1:

Log in to your ElevateHQ dashboard. On the left side panel, select “Integrations”.

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Step 2:

Find the data source you wish to connect to and select “connect”. The system will prompt you to add the username and API key for the source. Once you've added the respective details select “save”.

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Step 3:

On the left side panel select “data”

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Step 4:

On the data tab select the “provider” and “table” on which you wish to run the query. On the right side panel select “Query Builder”

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Step 5:

Under Query builder select “Add Rule”. Select the field on which you wish to create a query. Once you have created your custom query select “ Submit Query” and the system will display the relevant data for the query.

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