Setup Guide - Zepto

Follow our setup guide to connect Zepto to DataChannel.

Prerequisites

To connect Zepto to DataChannel, you need:

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

Setup instructions

  1. Select a data destination for your Zepto 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 Zepto account using the + icon with your Name, Username and Password.

    zepto new creds

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

    zepto data source detail

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

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

zepto 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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