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  • Using data connectors to bring your data into Drivetrain
  • Creating / uploading datasets manually

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  1. Getting started
  2. Data

Connecting data sources

Learn how to connect your data sources to Drivetrain.

PreviousDataNextExplore your datasets

Last updated 26 days ago

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Drivetrain acts as your System of Metrics.

This requires integrating your data from your business systems (or data sources) to Drivetrain. Doing this enables you to create a single source of truth for your business and more efficiently report, analyze, and act on your business data.

Drivetrain offers several ways to bring your data together. This includes gathering, transforming, and storing your data to better serve your company’s reporting and analysis needs using an intuitive interface, with no coding knowledge required.

There are two ways to bring your data into Drivetrain:

  • Data connectors (recommended): Drivetrain supports 800+ business applications and databases including NetSuite, QuickBooks, Salesforce, HubSpot, Zenefits, Zuora, Google Sheets, and many, more via a standardized interface. These data imports can be set to be synced periodically and fully automatically.

  • Creating or uploading datasets manually.

Only users with Admin privileges have access to the Data page.

Using data connectors to bring your data into Drivetrain

To connect a new data source, from the Data page, click on the + New data source button on the top right of the page.

You will be redirected to the Integrations page within Drivetrain. You can choose from over seven categories of data sources including:

  • Customer Success Management

You can click + Connect on the desired data source and follow the instructions in the pop-up window.

Once you have connected a data source, it should be available in the Data page which displays a list of all your connected data sources alongside the tables (or datasets) associated with each data source.

Note: You can connect multiple instances of the same data source for a select few business applications.

For example, you can connect and consolidate the data from multiple QuickBooks accounts across regions, each with different currencies.

For certain data sources such as Google Sheets, you can add more tables by using the Add data option as shown below.

Contact your account manager or customer success manager for help with integrating your data. They can also help you if a particular application or data source isn't listed, or if it's marked as Premium.

We are constantly adding to our 200+ integrations and updating the documentation for new integrations added every week.

Creating / uploading datasets manually

You could get started integrating your data sources right away with the detailed documentation available in our .

You can also create or upload your datasets to Drivetrain manually via .

Accounting & ERP
CRM
Spreadsheets
HRIS & ATS
Billing & Invoicing
Databases & Warehouses
Business Intelligence (BI)
Integration Guide
Integrate with Drivetrain
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