Setup Guide - Simpli.fi

Follow our setup guide to connect Simpli.fi to DataChannel.

Prerequisites

To connect Simpli.fi to DataChannel, you need:

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

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

  • An app key and user Key

Setup instructions

  1. Select a data destination for your Simpli.fi 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. Select the account credentials which has access to relevant Simpli.fi data from the dropdown menu & Click Next

Credentials not listed in dropdown ?

Click on + Add New for adding new credentials. You would need to enter name, App key and User key for adding new credentials. You can generate the App key and user Key in your Simpl.fi dashboard.

simplifi new creds
simplifi app key
simplifi user key

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

simplifi data source detail

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

  2. Select the required pipeline from the list and click Next

simplifi pipelines list

  1. Configure the pipelines 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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