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How to Manage Your Data Sources
How to Manage Your Data Sources

Everything you need to know about a data source

Updated over a month ago

What is a Data Source?

A data source is the specific connection your client has to any of our integrations. For instance, a data source could be your client's Facebook page or a Google Analytics account. It is important to note that a data source does not represent the entire platform.

How to add a Data Source:

Simple! You can add a data source from the Client's page or directly in your Report.
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💡 You can connect multiple data sources from the same marketing platform under the same client; this is helpful if you want to add them both to the same report!

Connect a data source from the Client's page:

  1. Go to the Clients page (create or select an existing Client)

  2. Once in the client, look for the tab "data sources"

  3. Click on New Data Source button

  4. Select the platform. (This could be Google Ads, Facebook Ads, TikTok, etc.)

  5. Follow instructions and accept all permissions

  6. Click on "Save data source"

Add a data source directly to the report:

You can create a report even if you don't have any sources connected to your Client. If this happens, the report will show you a banner asking you to connect the sources.

Connect to a new account or select from the list of options, and that's it!

How to delete/replace a data source

  1. Go to the Clients page

  2. On the upper side, you will see the "data source" tab.

  3. Click on the three little dots next to your data source and delete it or replace it.

Delete: Completely remove the data source from this Client

Replace: Choose an existing or new data source to rewrite all existing reports that contain this source.

💡 Keeping your account organized is key to better control your bill. Deleted data sources will

Why would I need to delete or replace data sources?

All data sources linked to clients in Swydo will incur charges at the end of your billing cycle. This includes all data sources, even duplicates, associated with the same client. To prevent extra charges, you may need to delete or replace unnecessary data sources.

How can I prevent duplicating data sources?

When you copy a report, you will be prompted to decide whether to include the same data source or not. Make sure to disable the "include data sources" option; otherwise, if you don't choose the same Client, these data sources will get copied into the new Client, and duplicate data sources will get counted on your bill.

Do you need help after reading this article?
​Please explore our help center further or reach out to our support team through the bubble chat or at support@swydo.com. You can also schedule a demo to get an answer to all your questions

Happy reporting,
- The Swydo team

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