How to Connect a Data Source

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HOW TO

How to connect a native Data Source

By connecting your Data Source in Lucrative.ai, you are establishing a connection between the Data Source’s API and the Lucrative.ai system. This allows Lucrative.ai to start making regular data syncs to keep your Lucrative.ai reports up-to-date.

1 – Navigate to the Data Source page.
2 – Click on the green + New Connection button.
3 – Search for the Data Source that you want to connect.
4 – Hover over the Data Source and click the green. Connect button to start the connection process.
5 – Enter your login credentials in the popup window and follow the Data Source-specific steps to complete the connection process.

How to connect a custom Data Source

If a native integration to your Data Source is not available, your first step should be to submit a Data Source request. These requests are tracked and help determine the prioritization of the development of new Data Source integrations.

Below are 4 ways to report on data from a Data Source that is not yet integrated with Lucrative.ai.

IN THIS SECTION

Google Sheets

The Google Sheets Data Source allows you to store and sync custom data with Lucrative.ai. You can manually update a Google Sheet with your data, or you can set up exports from certain Data Sources to the Google Sheet in order to automate the process.

SQL (Structured Query Language)

When data from a database needs to be stored and accessed in a pre-defined manner, SQL is likely the tool to use. Currently MySQL, PostgreSQL, Microsoft Azure SQL, and Amazon Redshift are supported SQL Data Sources in Lucrative.ai.

Zapier

 You can connect 1,000+ Data Sources to Lucrative.ai through the Zapier Data Source.

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