Data sources sometimes disconnect, and sometimes you need to remove one entirely. Disconnections can happen for a few reasons. The native platform may push changes that require all connected tools to reconnect, run security checks on authorized integrations, or change the connected user's permissions unexpectedly. Because AgencyAnalytics relies on authorized API connections to display your Client data, reconnecting quickly keeps your Dashboards and Reports running without interruption.

You can reconnect an authenticated (oAuthentication) data source from the account-level Data Sources page. When one account is reconnected, all data sources under the same authorization reconnect together.

Step 1: Click Data on the left sidebar to open the account-level Data page.

Step 2: Find the disconnected data sources. The status column notes which data sources are currently disconnected. Click the column title to show all disconnected data sources at the top of the table, or use the filters at the top.

Step 3: Click the ellipsis menu to the right, then click Reconnect and follow the authorization prompts. All data sources under the same oAuthorization will reconnect once authorization is complete.

You can reconnect a disconnected data source directly from your Inbox. Admin and Staff users are notified when a data source disconnects in AgencyAnalytics.

A red dot on the Inbox indicates a fresh notification. These notifications display the date, data source and Client name for the disconnected data source.

To quickly reconnect, go to the Inbox on the right side, then click the Reconnect button in the notification itself that appears when you hover over it, then follow the prompts in the authorization window.

Data sources that do not use oAuthentication (for example, sources that require an API key or manual credentials) must be removed from a Client first, then reconnected.

Step 1: Click any Client on the Client page to open it, then click the Data tab at the top of the page.

Step 2: Click the ellipsis to the far right of the disconnected data source, then click Remove.

Step 3: Click Connect Source in the top right, then search for and click on the data source you just removed. Follow the authorization prompts again to finalize the connection.

You can remove a data source (also called an integration) from a Client in two ways: from the Client's Data tab, or from that integration's dashboard.

Open the Client, click the Data tab, click the ellipsis to the far right of the data source, then click Remove. From this same tab, you can also edit or connect an integration.

Step 1: Open the Client that contains the integration you want to remove. Then head to the dashboard for that integration, via the Dashboards tab.

Step 2: Click the settings icon at the top right of the dashboard. In the window that appears, go to the Settings tab and select Manage.

Step 3: Select the ellipsis, then select Remove.

If the data source requires a specific API key or manual credentials, it must be reverified manually for each Client. Only platforms that use oAuthentication will reconnect the data source across Clients.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄