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Manage Integrations

Click "Data Sources" on the left side menu to easily manage all of your integrations in one place.

Josh Cunneyworth avatar
Written by Josh Cunneyworth
Updated over 3 weeks ago

Connect, disconnect, and manage integrations

Our Data Sources section allows users to easily view, connect, disconnect, or edit any of their client integrations in one place.

To access all integrations for your clients, click "Data Sources" within the left side navigation menu.

You'll land on the Data Sources section, where you can see all the integrations you have connected for all your clients.

A green 'Connected' status indicates that an integration is correctly connected, while a red 'Disconnected' status indicates there is an issue with an integration.

You can search for new integrations to connect for your clients by selecting 'Connect Data Source' at the top right hand side of the Data Sources section, and by then selecting the client you would like to connect a new integrations for.

You can then search for new data source to connect by scrolling though the selected clients' Data Source section, or by searching for the data source within the top search bar:

To disconnect a connected integration, simply click on the integration, select the ellipsis for the account you wish to disconnect, and then select "Remove."

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