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Connect Yext

This article covers how to connect Yext to an AgencyAnalytics Client, including requirements, setup steps, and FAQ.

Written by AgencyAnalytics Team

Yext

Connecting Yext to an AgencyAnalytics Client lets you display reviews on dashboards and reports alongside your other important data, showcasing the full range of your agency's impact.

  • Display Yext review data on dashboards and reports

  • Connect multiple Yext locations to a single Client

Data is only available for Yext accounts with at least one review. Yext connections use OAuth. See all available Yext metrics to learn what's possible with the Yext integration.


Before You Start

To avoid a failed connection or error when connecting Yext to a Client, make sure of the following:

  • The Yext account must have at least one review

  • You'll need the Yext username and password to log in. Google SSO is not supported, so you must use direct Yext credentials


Connect Yext

Once the requirements above are met, follow these steps to connect Yext to a Client:

Step 1: Open the Client where you'd like to connect Yext, then click the Data tab at the top.

Step 2: Click the blue Connect Source button in the upper right corner of the page.

Step 3: Search for Yext in the search bar at the top, then click the Yext card.

Step 4: Click Connect New Account to launch the authorization window, then follow the prompts in the OAuth window to verify and finalize the connection.

Step 5: Choose the client account or sub-account you'd like to connect to this Client.

Once you've selected the account, the connection is complete. Your Client's Yext metrics will then be imported and displayed on the dashboard.


FAQ

Can I connect different Yext locations within a single AgencyAnalytics Client?

Yes. You can connect up to 30 Yext locations per Client.


What to Check Next

See all available Yext metrics by reading the Yext Metrics Explorer


💬 Need additional help?

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