Setup Guide - Everflow

Follow our setup guide to connect Everflow to DataChannel.

Prerequisites

To connect Everflow to DataChannel, you need:

  • An Everflow account with permissions to access data from accounts you’d like to sync and decide which breakdowns and fields you’d like to sync.

  • An API Key. The process to retrieve this key is described here

Setup instructions

  1. Select a data destination for your Everflow data. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

    Data Warehouse once selected cannot be changed.

  2. Authorise DataChannel to connect to your Everflow account using the + icon with your Name & API Key. The process to retrieve this key is described here

    everflow new creds

  3. Click on + Data Pipeline to start adding data pipelines to your account.

    everflow data source detail

  4. Details of individual objects and reports are available here.

  5. Select the required pipeline fron the list and click Next

    everflow pipelines list

  6. Configure the pipeline by setting the report parameters in the given fields.

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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