Setup Guide - Openleaf

Follow our setup guide to connect Openleaf to DataChannel.

Prerequisites

To connect Openleaf to DataChannel, you need:

  • An active Openleaf account with permissions to access data from accounts you’d like to sync

  • To decide which breakdowns and fields you’d like to sync

  • The API key received from Openleaf

Setup instructions

  1. Select a data destination for your Openleaf 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 Openleaf account using any Name, and API key using the + icon. You will receive your API Key from Openleaf.

    openleaf new creds

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

    openleaf data source detail

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

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

    openleaf 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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