In MBI, data sources are called
integrations. After an
integration is successfully connected, you will be able to browse the tables available for syncing in the Data Warehouse Manager.
Integrations are added and managed using the
Connections page, which can be accessed by clicking Manage Data > Connections. Here, you see a list of all the integrations connected to your account, the integration type, status (Google Analytics and Data Import API connections will have blank status fields), and the last time a connection test (
Last Connection Started column) was performed.
There are four ways to get your data into MBI: connect a database, connect a SaaS integration, upload a
.csv file, or use our API.
While you can directly connect your database to MBI using database credentials, we recommend you use a proven encryption method like an SSH tunnel. This will ensure that your data stays safe and secure as it makes its way into your data warehouse.
Depending on the connection method and type of database, some tech expertise might be required to complete the setup.
SaaS integrations are services like Google Adwords, Salesforce, and Zendesk. It is important to note that because third-party data lives on the vendor’s server, you cannot directly access it like you can with the data in your database.
In most cases, setting up an integration in MBI is as easy as simply entering your account credentials. Some services might require an API key to complete the authorization - check out the integrations section for instructions on generating any credentials you need.
Not sure how to get data from a supplementary source into your data warehouse? Using the
File Upload feature is a good way to pull in data that you do not need for everyday decision making. Following our formatting rules, you can quickly upload
.csv files into your data warehouse and join them with other data sources.
If you would rather automate the retrieval of data from one of your own sources, you can use the MBI
Import API. Basically: if it is not in a database or a
SaaS integration, the
Import API function is your best bet.
Using the API requires a bit of technical expertise - someone who is comfortable with writing and maintaining a small Ruby or PHP script will be more than qualified.
To add an integration, click Manage Data > Connections and then click Add a New Data Source. Click the icon of the integration you want to add and follow the instructions in our help articles to set things up:
Not seeing an integration you want? Some integrations have to be activated for them to be visible in your account. If you are looking for something - for example, Facebook - but it is not listed, submit a support ticket.
If you see an error status for an integration, do not panic - check out the Troubleshooting section for help.