Overview

This article provides a step-by-step guide on how to configure Domo's "DataSet via Email" Connector to import data from AdvocateHub. It includes prerequisites, detailed instructions, and visual aids to ensure successful integration.

 

Information

Before starting the data import process, ensure you have the necessary permissions in Domo and have created a custom report in AdvocateHub. The guide will take you through the process of installing the connector, scheduling the report, and verifying the data in Domo.

 

Prerequisites

1. You must have the appropriate permissions in Domo to add Connectors from the AppStore and to create new Data Sets. You will likely need to work on this project with the administrator of your Domo instance.

2. This article assumes that you have already created a custom report. Follow the article on Custom Reports to create one if you haven't already.

 

Guide to Importing AdvocateHub data into Domo

The process starts with installing the "DataSet via Email" Connector in Domo, followed by scheduling an email from AdvocateHub with the report in CSV format. The goal is to establish a data flow into Domo. For more details on the Domo side, refer to their documentation on the DataSet via Email Connector .

1. Log into Domo and click on the "APPSTORE" tab. Search for "email" and select the "DataSet via Email Connector."

   

2. Click on the orange "Get the Data" button to begin configuration, and copy the provided email address for later use.

   

3. In AdvocateHub's Report section, create or find your custom report. Choose only the columns that are valuable to your organization.

4. Click the gear beside the "Run" button and choose "Save & Schedule" to configure the report's email schedule.

   

 

After completing the setup, the report will automatically import into Domo at the configured frequency. This process can be replicated for other reports.

 

FAQ

What permissions are required to import data from AdvocateHub to Domo?

You need permissions to add Connectors from the Domo AppStore and to create new Data Sets. Collaborate with your Domo instance administrator if necessary.

How do I create a custom report in AdvocateHub?

You can create a custom report in AdvocateHub by following their guide on creating custom reports. If you haven't created one, refer to the provided hyperlink in the prerequisites section.

How often will my report import into Domo?

The report will import into Domo at the frequency you configured during the "Save & Schedule" step in AdvocateHub.