The account-level integrations area gives you an overview of all the integrations you've connected to your Clients.
Easily check the status of all your clients' integrations so that you can quickly resolve any disconnection issues or errors, such as password changes or expired tokens.
Where to find the account-level integrations page
From any page outside a Client, hover over the sidebar on the left, then click Integrations.
The account-level integrations page displays all integration connections across the Clients in your account. Staff users will only see connections for the Clients to which they have access.
Each column provides useful information for managing your integration connections.
Integration | Title of the integration. Clicking the integration name will slide out more details. |
Label | Shows the name, email address, username, or token for the connected integration account. |
Identifier | Shows the integration account ID or sub-account where applicable. |
Clients Connected | Number of Clients to which this integration account has been connected. |
Status | Displays the connection status for the related integration connections. |
Click the filters button in the upper right to open a slideout where you can quickly and easily filter for specific integration connections or by connection status.
Clicking an integration name opens a slideout on the right that displays all previously connected accounts for that integration.
In the slideout, click the ellipsis to the right of the integration name to open a dropdown. You can quickly reconnect an integration, visit the prebuilt dashboard section or edit settings.
Fully remove an integrated account from AgencyAnalytics
Integration accounts can be fully removed from AgencyAnalytics if they are not actively connected to a Client. This prevents accidental deletions that might interfere with reports using that integration data.
To remove a connected integration, click the integration name, then click the ellipsis menu in the slideout. In the dropdown menu, click "Remove," and then confirm in the popup.
Click Remove, then confirm the removal in the pop-up prompt.
Once the integration account is no longer connected to a Client, the status will show Disconnected. You can delete the account from AgencyAnalytics by clicking the ellipsis menu to the far right and then clicking Delete.
Follow the prompts in the confirmation pop-up to finalize the deletion.
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