CRM Analytics

CRM Analytics

Follow these steps to connect CRM Analytics to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type CRM Analytics into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Set the Use Sandbox field to True if you are using a sandbox account. Otherwise, leave it as False.

  6. Click Sign in to connect securely through OAuth. This action opens the CRM Analytics sign-in page in a new tab.

  7. Log into your CRM Analytics account and provide the requested permissions (if applicable).

  8. At the top of the CData Connect Cloud Add CRM Analytics Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.