How data connections work

The model behind integrations - who connects what, how data stays fresh, and where to do it.

I'm using the platform as a
All help topics

Before the dashboard can show anything, you connect your data sources. The platform then pulls each source on a schedule and caches it so the dashboard stays fast.

Where to connect

There are two places to manage connections:

  • The Connections tab on the dashboard - check status and connect or reconnect any platform at any time.
  • The guided setup wizard - a step-by-step walk-through the first time you set an account up.

Both do the same thing under the hood, so use whichever you prefer.

Connect in order - the dashboard guides you

You don't have to work out what to set up next. On the Connections tab:

  • Each platform card shows a one-line "what you'll get", so you can see why a source is worth connecting, not just how.
  • A "Next: connect ..." hint at the top points you at the single next thing to set up, in a sensible order, so you're never staring at a wall of cards. Once everything you use is connected it reads "Everything you use is connected - your data is flowing in."
  • You only need one CRM, one email tool and one project-management tool. Connecting one provider in a group is enough, so the guided sequence skips the rest of that group automatically.
  • Google Analytics, Search Console and Google Ads connect with a single Google sign-in - one consent covers all three. See Connecting Google.

See exactly what you connected

After a successful Test connection, each Google, Meta and TikTok card (Google Analytics, Search Console, Google Ads, Meta Ads, Facebook Page, Instagram, TikTok) shows the resolved account name next to its Connected pill - the actual property, ad account, Page (name and @handle) or advertiser the ID points to. Expanding the card shows a "This ID resolves to ..." confirmation with a link straight to that account, so you can visually confirm you connected the right one.

If a card connected a while back doesn't show a name yet, click Test connection once - the name fills in on the next successful test.

Who connects what

You connect your own accounts. For Google (Analytics and Search Console) you sign in with your Google account and grant access. For your CRM and email platform you connect directly with each provider. For ad platforms you grant the platform's managed account access so it can read your campaigns. Each guide in this section walks you through it.

Connections use an agency-level model. You connect your agency's manager accounts once - a Google Ads MCC, a Meta Business Manager partner link, a TikTok Business Center - in your agency portal under Settings - Integrations. Each client then grants your managed account access to their specific properties (their GA4 property, their ad account, etc.). You never need a separate login per client.

For self-serve-style clients who'd rather keep their own Google, the platform also supports per-client Google connections that bypass your MCC. The connection precedence is always client account first, then your agency account, then the platform default.

How fresh is the data?

Platform data is cached and refreshed on a cadence (typically weekly or daily) rather than re-fetched on every page view. This keeps things fast and keeps API usage under control.

  • Each period (7 / 30 / 90 days) is stored separately, so switching periods is instant.
  • You can trigger a manual refresh, subject to a short cooldown (to avoid hammering the source APIs).

Set your refresh cadence and run a manual refresh from Settings - Data & refresh. See Your workspace settings.

Set the refresh cadence per client on the client's management page, and run "Refresh now" from there. See Adding & managing clients.

What each connection unlocks

  • Google Analytics / Search Console - traffic, engagement, search performance.
  • Google / Meta / TikTok Ads - spend, conversions and ROAS, and the Ad Studio.
  • CRM - deals, pipeline and revenue attribution.
  • Email - campaign performance and owned-channel ROI.

If a platform isn't connected, its tab shows a friendly "connect this" prompt instead of data.