Automatic Cloud Data Stack

We've partnered with Stitch Data and Panoply to bring your data to you! Stitch consolidates your data from cloud applications into a self-optimizing data warehouse managed by Panoply.

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Overview


Automatic Cloud Data Stack (ACDS) is an additional cost to your Chartio plan. ACDS allows you to connect to the following sources:

  • Adroll
  • Aftership
  • Branch
  • Close.io
  • Contentful
  • Customer.io
  • Delighted
  • Desk.com
  • Drip
  • Facebook Ads
  • FormKeep
  • Google Adwords
  • Google Analytics
  • Google Ecommerce
  • Hubspot
  • Intercom
  • Iterable
  • Jira
  • Mailjet
  • Marketo
  • MixPanel
  • MongoDB
  • Netsuite
  • Particle
  • Quickbooks Online
  • Recurly
  • Salesforce
  • Salesforce Pardot
  • SendGrid
  • Sendwithus
  • Shopify
  • Sparkpost
  • Square
  • Stripe
  • Trello
  • Vero
  • Xero
  • Zapier
  • Zendesk
  • Zuora

We will create an account with Stitch Data and Panoply to extract and load data from your cloud applications to a fully managed data warehouse you can use in inside Chartio. Chartio does not manage or have direct user access to your Stitch Data and Panoply account.

You can get started by clicking on one of the sources or going to the Data Stack tab under Data Sources. You must be an Owner to start the process.

Adding ACDS Sources

To add any of the sources, you will directed to sign up for the Automatic Cloud Data Stack (ACDS) solution. After agreeing to the terms of service, your accounts for Stitch Data and Panoply are created automatically. You can then begin to integrate your sources. You will be asked to either provide credentials to integrate your source or user authentication for Stitch to begin extracting and loading data into your data warehouse. Once the sources are integrated, ACDS sources can be easily added into Chartio like any other datasource.

Sign up

To get connected to ACDS Sources, by clicking a ACDS source.

During the sign-up, you will have to agree to Stitch Data's and Panoply's terms of service before continuing. Signing up for ACDS will grant you a 2 week trial for Stitch Data and Panoply.

Once this step is complete, you can start integrating ACDS Sources to start the data replication and syncing process.

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Integrating ACDS Sources

Once the accounts have been created for both Stitch Data and Panoply, you can start integrating the ACDS Sources. To integrate with the ACDS Sources, select any of the ACDS sources in the +datasource page or by under the Data Stack tab clicking the +Add a Data Stack. Once finished, you can add the ACDS Sources into Chartio.

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You can only integrate one account per ACDS source type. If you have multiple accounts, please select one primary account to integrate.

Adding ACDS Sources into Chartio

Since Chartio has all the necessary credentials to connect to your data warehouse, when adding a ACDS Source in Chartio you will only be asked to provide an alias for the datasource connection. Once the datasource is connected, you can adjust any of the settings like any other datasource connection.

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Data Loading & Schema Refresh

When first connecting to any of the Premium Sources, the schema will take some time to load. The data loading can take anywhere from a couple of minutes to a couple of hours depending on the amount of data being loaded.

We recommend checking back to refresh your schema after a couple of hours for the first ACDS Source you connect to Chartio (ie. the first time you connect Salesforce, Hubspot, etc).

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Default Dashboards

Looking for inspiration? Once your schema is fully loaded into Chartio, you can connect a default dashboard! The default dashboard will use the data you have available in your datasource. Certain tables and columns must be present in your schema for your dashboard to load successfully

Default Dashboards are available for these sources: Facebook Ads, Hubspot, Intercom, Marketo, Salesforce, Zendesk.

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Add Default Dashboard

Default dashboards require certain tables and columns to be present in the schema to successfully load. Default Dashboards will automatically be added for the following sources:

  • Facebook Ads
  • Hubspot
  • Intercom
  • Marketo
  • Salesforce
  • Zendesk

If you do not see your default dashboard:

Trial Periods

By creating a Stitch Data account and Panoply account, you will be placed into 2 separate trials for Stitch Data and Panoply. Stitch Data and Panoply offer a 2 week trial.

Billing

The Automatic Cloud Data Stack is an additional cost to your Chartio Plan. If you have any questions, please reach out to sales@chartio.com.

ACDS Sources Set Up

To integrate with the ACDS sources, you will need to provide certain credentials and information necessary to establish a working connection. You can refer to the Stitch Documentation to find the information needed.


Troubleshooting

Passwords

Obtaining and resetting database Password

If you need to obtain the password to your Panoply database, you can do that by resetting your Panoply account password. After resetting the password, you will have to update both Stitch Data and Chartio with the new database password.

Login to Panoply.io and reset password for Panoply account. This password will also be your database password.

Login to Stitch Data and go to the Destination tab to set a new password for your destination. Copy your new Panoply database password as the new password.

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Login to Chartio and go to the Data Sources > Data Stack tab and change password to the new Panoply database password under Panoply Settings.

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Resetting password for your Stitch Data and Panoply account.

To reset your Stitch or Panoply account, please visit the links below:

Reset Stitch Data Account Password

Reset Panoply Account Password: If you reset your Panoply account password, please follow the instructions for resetting your database password to ensure Stitch Data and Chartio has access to your data warehouse.

Syncing Additional Tables

To include additional tables into your schema, go to the Data Stack tab and click on Stream Update.

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Once the tables have been synced with Stitch Data, you can refresh the schema of your datasource in Chartio to see the new tables and columns. New tables and columns might take some to load so check back in a few hours if you don't initially see your tables/columns.

Reconfiguring Integrations

For any sources that were not fully configured during the integration process to Stitch Data, you may go back and reconfigure them in the Data Stack tab.

Modifying Data Replication Settings

In Chartio

You can go to the Data Stack tab and configure any of the sources you're already integrated and change the settings. Just click on the configure button for any of the sources.

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In Stitch Data

If you would like to modify your sync and replication frequency of your data, you can modify those settings in your Stitch Data account.

  1. From the Stitch Dashboard, click into the integration.
  2. Click the Settings button.
  3. Adjust your data replication settings.

Data Discrepancies: Missing Data

  1. Verify that the source schema is up to date to check for missing tables or columns.
  2. Check to see that the SaaS Integration provider (ex: Salesforce) is not currently undergoing maintenance or experiencing downtime as this can lead to data discrepancies due to delays in replicating data.
  3. Check to see what your Sync Historical Data default for the source that is missing data in your Stitch Data account.
  4. The default starting date (or a custom date, if you define one) essentially sets the Replication Keys for the Incremental tables in the integration. This tells Stitch how far back in time to query for historical data which can result in missing tables or rows of data if those were not created until after the sync historical date.
  5. If you are still seeing a data discrepancy, please contact help@stitchdata.com to help resolve the issue. You can also refer to this guide provided by Stitch Data.

Default Dashboards Not Loading

Default dashboard will only successfully load if the required tables and columns are present in the schema. Check your datasource schema tab to see if the following tables and columns are present to ensure your dashboard can successfully be added:

Facebook Ads

  • ads_insights
    • date_start
    • campaign_id
    • campaign_name
    • impressions
    • clicks
    • cost_per_total_action
    • cpc
    • cpm
    • reach
    • total_actions
    • total_unique_actions

Hubspot

  • campaigns
    • id
    • name
    • counters_delivered
    • counters_open
    • counters_processed
    • counters_sent
  • email_events
    • emailcampaignid
    • id
    • sentby_created
    • type
  • keywords
    • created_at
    • keyword
    • visits
    • contacts
    • leads

Intercom

  • admins
    • id
    • name
  • conversations
    • created_at
    • id
    • assignee_id
    • state
    • open
    • created_at
  • conversations_conversations_parts
    • author_type
    • _sdc_source_key_id
    • part_type
    • id
  • segments
    • id
    • name
  • users
    • created_at
    • id
  • users_segments_segments
    • _sdc_source_key_id
    • id
  • users_tags_tags
    • _sdc_source_key_id
    • name

Marketo

  • activities
    • activitydate
    • activitytypeid
    • leadid
    • primaryattributevalue
  • activity_types
    • name
    • id

Salesforce

  • lead
    • id
    • status
    • createddate
    • lastmodifieddate
    • converteddate
    • convertedopportunityid
    • leadsource
  • opportunity
    • createddate
    • stagename
    • id
    • amount
    • iswon
    • lastmodifieddate
    • ownerid
  • user
    • id
    • name

Zendesk

  • tickets
    • id
    • created_at
    • assignee_id
    • status
    • satifaction_rating_score
    • type
    • via_channel
  • users
    • id
    • name
    • role
    • active
  • zendesk_ticket_metrics
    • created_at
    • reply_time_in_minutes_business
    • requester_wait_time_in_minutes_business
    • assigned_at
    • ticket_id

Re-Authorizing Integrations

Chartio only allows one account to be synced with every integration. To change the account used for ACDS, log in to Stitch Data account or you can add another source and use a different account to sync with the integration.

Changing account in Stitch

  1. From the Stitch Dashboard, click into the integration.
  2. Click the Settings button.
    • For databases and SaaS integrations, you can manually re-enter the credentials. Click Save Integration to update and save.
    • For some SaaS integrations - like Facebook Ads, for example - you’ll see a Re-authorize button. Click this button to go through the re-authorization process.

Account Issues

For additional support relating to your Stitch Data account, refer to Stitch Support.