Articles on: Getting Started

Integrating a New Data Source

An integration is a method by which you can import data from the software you use to run your business, like your sales, expenses, customers, marketing, etc into your project. This is the first step to being able to generate insights and make data-driven decisions, so if you have any issues with this guide, we'll be right here to help you via chat or one-on-one calls.

🚛 Integrate Data into Your Project

Go Fig has a wide variety of ways to sync data into your project to start getting insights!

App Connectors with one-click setup to sync data from all the software you use to run your business
We also support a universal options to import data from Google Sheets & CSV uploads
[Mature and Scale tiers only] Database Connectors with one-click setup to sync data from your existing databases
[Mature and Scale tiers only] Custom integrations built by our team upon request

App Connectors

App Connectors are the best way to sync data into your project from the software you use to run your business. We strongly recommend syncing at least one Accounting app (e.g. Quickbooks Online), one Point of Sale app (e.g. Square, Toast, etc), one Marketing app (e.g. Adwords or Facebook Ads). Other App Connectors we support include Web Analytics (e.g. Employee Shift Management (7Shifts), Customer Relationship Management (e.g. Hubspot) and much more!

App Connectors are the best choice to integrate your data. Select the App Connector you want to integrate, and follow the steps to authorize access to Go Fig. Upon successful integration, data from the past 90 days will be imported into the project so you have some data to analyze! New data is automatically synced on a recurring basis!

🔁 The data sync frequency is determined by your paid tier, starting at once every 24 hours for the Base tier and once every 1 hour for the Mature and Scale tiers. You can set the daily sync time in your project settings.

💡 Note: some software have strict policies to reauthorize access to Go Fig every once in a while. For example, Quickbooks Online requires a reauthorization every 100 days. We'll notify you when this happens and prompt you to reauthorize access.

Google Sheets

If there's no dedicated connector, Google Sheets offers a great alternative for getting your data ready:

Many tools offer one-off or scheduled exports to Google Sheets
Many automation tools (Zapier, Pabbly Connect, n8n) write to Google Sheets
As a last resort, you can manually download .csv files from your data source and copy + paste into a Google Sheet and resync it into Go Fig

Setup Instructions

Open up the Google Sheet you want to import into your project
Make sure you update the title to be descriptive of the data you're uploading. For example, if you're uploading sales data from your point of sale, you can title the Sheet My POS Transaction-Level Sales
Click Share in the top right corner of the Sheet
Copy the following group and paste it into the Add people, groups, and calendar events box: prod-serviceaccount@gofig-prod.iam.gserviceaccount.com
If you expect to frequently update the data in the Google Sheet, make sure you check the box for automatic syncs
Confirm the change and follow the following steps to load the data into your project

💡 We will always autodetect the first line of the Google Sheet as a header row.

CSV Uploads

Your next alternative is the swiss-army knife of data, the CSV file. Nowadays, most tools (including Excel, databases, web apps, ads accounts) will export a CSV file that you can download and upload to Go Fig.

Our native CSV importer is designed to handle most CSV nonsense, including quoted newlines, jagged rows and autodetecting headers. If your CSV file fails to import, you can always try uploading to Google Drive, opening as a Google Sheet, and connect to that instead.

💡 We will always autodetect the first line of the CSV as a header row.

🔬 Advanced Data Sources

Note: Advanced Data Sources below are for Mature and Scale tiers only

If you need any of the integrations below, please contact us to get a quote for the Mature of Scale tiers!

Database Connectors

If you're running a big business, its likely that you already have most or even all your data stored in one place, but don't have a good way to access it today. We have specific integrations to support you. Whether its MySQL, Postgres, Microsoft SQL Server, DynamoDB, and most others, we got you covered!

Custom API

The custom API is a good option import data from a web service, including internal APIs, when a connector is not available. You'll be able to automate data imports for any API, with flexible configuration options including OAuth2.

Read our custom API reference to learn more.

Webhooks

Webhooks are a good option if your service publishes events via a webhook. You can deliver all those events as custom tables into your project.

📩 Requesting New Integrations

If you have a data source in mind, but don't see an automated way to set it up with our existing tools, please submit your request here. We're always adding new integrations, and we prioritize which ones we add next based on feature requests 😁

Updated on: 05/10/2024

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