Connecting Third-Party Tools
Last updated June 21, 2024
Integrating your Revelio Labs account with third-party tools can greatly enhance your workflow and improve data synchronization. Follow these steps to seamlessly connect your preferred tools to Revelio Labs.
Step-by-Step Guide
- Access the Integrations Section:
- Navigate to the Dashboard.
- Click on the 'Settings' menu.
- Select 'Integrations' from the dropdown.
- Choose the Third-Party Tool:
- Browse the list of available integrations.
- Click on the tool you want to connect.
- Authenticate the Connection:
- Follow the on-screen prompts to log into your third-party tool account.
- Grant Revelio Labs the necessary permissions to access your data.
- Configure Integration Settings:
- Adjust settings such as data sync frequency and specific data points to be shared.
- Save your settings to complete the connection.
- Test the Integration:
- Back to the integrations dashboard, verify if the data is being pulled correctly.
- Run a few test reports or data extraction to ensure everything works as expected.
By following these steps, you can successfully integrate third-party tools with your Revelio Labs account, allowing for a more streamlined and efficient data management process.
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