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Manage Data Sources

This article covers how to view, connect, and disconnect data source integrations for your clients in AgencyAnalytics.

Written by AgencyAnalytics Team

The Data section in AgencyAnalytics gives you a single place to view all integrations across your clients. This makes it easy to check connection status, add new Data sources, and remove ones you no longer need.

  • View the connection status of every integration for all your clients

  • Search for and connect new Data sources for a specific client

  • Disconnect a Data source you no longer need


View All Connected Integrations

You can view all Data sources connected across your clients in the Data section.

Step 1: Click Data on the left-side navigation menu.

Step 2: Review the Data section, where you'll see all the Data sources connected for all your clients.

A green "Connected" status means the integration is working correctly. A red "Disconnected" status means there's an issue with that integration.


Connect a New Integration

You can search for and connect new integrations for any client directly from the Data section.

Step 1: From the Data sources section, click Connect Data Source at the top right-hand side.

Step 2: Select the client you'd like to connect to a new Data source.

Step 3: Scroll through the selected client's Data section, or use the top search bar to find the data source you want to connect to.


Disconnect an Integration

You can disconnect or remove a data source whenever you no longer need it connected for a client.

Step 1: From the Data section, click on the Data source you want to disconnect.

Step 2: Select the Ellipsis next to the account you wish to disconnect.

Step 3: Select Remove.


What to Check Out Next


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