3rd party data can be displayed by adding certain widgets in the Dashboard and Reports sections.


Adding 3rd Party Data

Before data from the desired accounts can be displayed, they must be added in the 3rd Party Integration Management. This can be accessed either directly in the Dashboard/Reports settings or via the link in the respective widget configuration.

You can add new 3rd party tools via Create New Integration.

Then enter a name and select the corresponding connection. As soon as the account is connected, a green checkmark appears.

Each integration can be assigned to specific teams via the three-dot menu. In the menu, you will also find the option to delete, update tokens and change names.

After the account has been linked, respective widgets can be selected from the dashboard catalogue and configured as desired.

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