Create a Data Source

Once you've created your Dataddo account, let's start connecting your data.

Choose the Connector

1. Sign in to your Dataddo account and click on Sources at the top of the page.
2. Click on Create Source in the top right corner.
3. Choose the connector you would like to extract data from.
   

Dataset-Based Connectors

Dataset-based connectors contain multiple pre-defined data models known in Dataddo as datasets. They typically represent individual API endpoints for a given service (e.g. Stripe, Gusto, or Xero) that provide information about invoices, customers, bills, orders etc.

By default, all the attributes of each dataset are pre-selected, but you can still adjust the selection according to your preferences. Our team puts extra effort into organizing datasets in well-documented categories as well as labelling the individual attributes with "human-readable" names.

Non Dataset-Based Connectors

Some connectors, such as Google Ads, Facebook (except Facebook Graph), Instagram, Salesforce or HubSpot are not dataset-based, thus giving you complete freedom of composition of the attributes.

Select Your Account

After choosing the connector (and dataset), select the account that will be used for authorization and obtaining the data.

If you are configuring the source for the first time, click on Add New Account at the bottom of the drop-down. You will be redirected to the authorization/sign-in page for the chosen service to authorize the account.

Select Metrics, Dimensions, and Attributes

By selecting metrics, dimensions or attributes (naming depends on each connector), you define the actual data model of the source (i.e. what columns will be included in the source).

Use in conjunction with our Test Data feature to validate the correct configuration.

Test the Configuration

Use the Test Data feature to double-check your metrics and attributes selection.

Configure Snapshotting

Snapshotting is the process of collecting the data trough our connectors. For each connector, there is a recommended default setting available.

In case you want to configure snapshotting manually, please do the following:

1. Select the frequency of which your data will be extracted. We recommend selecting Daily.
2. In the advanced settings, you can choose your date range and time. The default settings are recommended.
   DATADDO TIP

   If you need to load historical data, please refer to the Manual Data Load page.

3. Before saving the source, preview your data by clicking on the Test Data button. Adjust the date range to see a more specific range of data.
4. Click on Save and your new data source is ready to be added to a flow.

Troubleshooting

When creating a data source, it is possible to run into several issues, the most common one being the following:

• Authorization issue
• No data in the source
• API limitations

For more detailed information, please refer to the source troubleshooting page.