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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š” 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:
Go to the Clients page (create or select an existing Client)
Once in the client, look for the tab "data sources"
Click on New Data Source button
Select the platform. (This could be Google Ads, Facebook Ads, TikTok, etc.)
Follow instructions and accept all permissions
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 add a secondary data source to your report
Go to the Clients page
At the top, you will see the "data source" tab, add a secondary source or all the sources you need
Go to the report
Add a new widget, then in the upper part, select the secondary source
Or, enter the widget settings you want to replace with a secondary source, click the data source tab, then select the new source.
How to delete/replace a data source
Go to the Clients page
On the upper side, you will see the "data source" tab.
Click the three little dots next to your data source to delete 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.
š” 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.
The Data tab: Data Sources and Connections page
To connect a data source, you first need to connect the platform, which we call Connection.
Connections Page: This page shows the platforms your sources come from. Reauthorizing a connection means giving access to the main account so the sources can pull data. You might need to reauthorize a connection if the password was recently changed or if the platform needs new permissions.
Data Source page: This page shows a list of unique properties from all platforms connected to Swydo. Data sources sometimes 'break' mainly due to a lack of permits or when the main Connection needs reauthorization. You can easily fix the error on this page.
Do you need help after reading this article?
āPlease 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