Premium Integration

We've partnered with Stitch and Panoply to bring your data to you! Consolidate data from your cloud services and applications like Salesforce and Zendesk into a fully managed data warehouse and start discovering insights.


Overview


To connect to any of the Premium Sources:

  • Hubspot
  • Marketo
  • Salesforce
  • Zendesk

You will be required to 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 going to the integrations tab under Data Sources or by simply clicking on one of the Premium Sources.

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Adding Premium Sources

To add any of the Premium Sources listed in the Add Datasource page, you will directed to sign up for Stitch Data and Panoply in the Integrations Tab. After the accounts are created, you can integrate your sources to Stitch Data to extract and load your data to your data warehouse managed by Panoply. Once the sources are integrated, the Premium Sources can be easily added into Chartio like any other datasource.

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Sign up

To get connected to Premium Sources, you can sign up for Stitch and Panoply by going directly to the Integrations tab or by clicking a premium integration which will direct you to the Integrations tab to sign up.

During the sign-up, you will be asked to create a password to your Stitch Data account. You will need this password to access your Stitch Data Account.

Video: Signing Up

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You will also be asked to copy the Panoply Database password. Chartio will need this password to automatically connect to your Panoply data warehouse. The Panoply Database password is also needed to login to your Panoply Account.

Once you've copied the password, you can complete the set up and paste the password into Chartio to connect your Stitch Data and Panoply accounts to Chartio.

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Once this step is complete, you can start integrating Premium Sources with Stitch Data to start the data replication and syncing process.

Integrating Premium Sources

Once the accounts have been created for both Stitch Data and Panoply, you can now start integrating the Premium Sources. To integrate with the Premium Sources, press the login button that will prompt a pop-up window to authenticate your account and set up data replication settings. Once finished, you can add the Premium Sources into Chartio.

You will only be asked to specify an alias for all Premium Sources datasources in Chartio if you have successfully created your Stitch Data and Panoply account and have integrated the sources with Stitch Data.

You can only integrate one account per integration. If you have multiple accounts, please select one to integrate.

Video: Integrate Sources

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For Salesforce, you will need to login to your Stitch Data Account to choose which Salesforce tables you would like to load into your data warehouse. Once you've selected the tables, you can sync them to Stitch Data and add the Salesforce Premium Source into Chartio.

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Video: Adding Salesforce Objects in Stitch

Adding Premium Sources as datasources

Since Chartio has all the necessary credentials to connect to your data warehouse, when adding a Premium 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 Premium 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.

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Add Default Dashboard

To add default dashboards, Go to the Premium Source you want to add a default dashboard for and in the General Tab, click Create Default Dashboard.

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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 offers a 2 week trial and Panoply offers a 3 week trial.

Billing

Premium Integration is an additional cost to your Chartio Plan. If you have any questions, please reach out to sales@chartio.com.

Premium Sources

To integrate with the premium sources, you will need the following for each account.

Salesforce

In order to connect to your Salesforce data you will need:

  1. A user account to authenticate with Stitch Data for data replication and syncing.

Please ensure the user account you are using has the following verified:

  1. Verify your domain type. Currently only production domains can be connected.
  2. Verify your object access. We can only access objects that the user setting up the integration has access to.
  3. Verify your API access. You must have Web Service API access enabled.

For more instructions, check out Stitch's Docs.

Zendesk

In order to connect to your Zendesk data you will need:

  1. Zendesk API token

To retrieve your Zendesk API token, follow the instructions listed below:

  1. Sign into your Zendesk account.
  2. Click the Settings (gear) icon in the left sidebar.
  3. When the Settings menu displays, locate the Channels section.
  4. Click the API link in this section.
  5. Verify that the Token Access setting is enabled.
  6. Click the + button in the Active API Tokens section to create a new token.
  7. When prompted, enter a description for the token. We recommend using ‘Chartio,’ so you will know what application is using the token.
  8. Copy the token somewhere safe. Do NOT click Save until you’ve copied the token, as Zendesk only displays API tokens once for security reasons. If you save before copying the token, you’ll have to create another one.
  9. After you’ve copied the token,click Save.

For more instructions, check out Stitch's Docs.

Hubspot

In order to connect to your Hubspot data you will need:

  1. A user account to authenticate with Stitch Data for data replication and syncing.

Please ensure the user account you are using has the following verified:

  1. Administrator permissions in HubSpot are required to complete the setup.
  2. If you’re using the HubSpot Sales product, Sales Administrator permissions are required.

For more instructions, check out Stitch's Docs.

Marketo

In order to connect to your Marketo data you will need:

  1. Create an API user role in Marketo
  2. Create an API custom service in Marketo
  3. Whitelist Stitch's IP Addresses
  4. Retrieve your Marketo REST API Base URLs

To create an API user role, follow the instructions listed below:

  1. Click the Admin option.
  2. Under Admin, open the Security menu.
  3. Click Users & Roles.
  4. In the Users tab, click Invite New User.
  5. In the INFO section, enter an email address and first and last name.
  6. Click Next.
  7. In the PERMISSIONS section, click the checkboxes next to the API User Role you created and the API Only option.
  8. Click Next.
  9. In the MESSAGE section, click the Send button to create the user.

To create an API custom service in Marketo, follow the instructions listed below:

  1. In Admin, open the Integration menu.
  2. Click LaunchPoint.
  3. Click New and then New Service.
  4. In the New Service window, do the following:
    • Display Name - Enter “Chartio”.
    • Service - Select Custom from the dropdown.
    • Description - Enter a description.
    • API Only User - Select the user you created.
  5. Click Create.
  6. After the service is created, it’ll display in the Installed Services grid. Click the View Details link to display your API credentials.
  7. Copy the Client ID and Secret somewhere safe.

To create Whitelist Stitch's IP Addresses in Marketo, follow the instructions listed below:

Completing this step is required only if you have IP Restriction enabled in Marketo. You can check if this setting is enabled by clicking Admin > Web Services and looking in the IP Restrictions section. If this setting isn’t enabled, follow the instructions below.

  1. In the Integration menu, click Web Services.
  2. In the IP Restrictions section, click the Edit button.
  3. In the Allowed Addresses field, paste one of the IP addresses listed below and then click Add.
  • 34.194.200.23
  • 34.198.232.34
  • 34.200.177.78
    1. Repeat step 4 until all the Stitch IP addresses are added.
    2. Click the Save button.
    3. Leave the Web Services page open - you’ll need it in the next step.

To retrieve your REST API Base URLS in Marketo, follow the instructions listed below:

  1. On the Web Services page, scroll down to the REST API section.
  2. In this section, find the Endpoint and Identity fields.
  3. Copy these URLs somehwere safe where you have your Client ID and Client Secret.

For more instructions, check out Stitch's docs.


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 > Integrations tab and change password to the new Panoply database password.

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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 Salesforce Tables

To include additional Salesforce tables into your schema, you will need to login to your Stitch Data account.

  1. From the Stitch Dashboard, click into your Salesforce Integration.
  2. Click the Tables to Replicate button.
  3. Select the tables to sync.

Once the tables have been synced with Stitch Data, you can refresh the schema of your Salesforce datasource in Chartio to see the new tables and columns.

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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 integrations tab.

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Modifying Data Replication Settings

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.
  1. 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.

  2. Check to see what your Sync Historical Data default for the source that is missing data in your Stitch Data account.

    • 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.
  3. 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:

Hubspot

  • hubspot_campaigns
    • id
    • name
    • counters_delivered
    • counters_open
    • counters_processed
    • counters_sent
  • hubspot_email_events
    • emailcampaignid
    • id
    • sentby_created
    • type
  • hubspot_keywords
    • created_at
    • keyword
    • visits
    • contacts
    • leads

Marketo

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

Salesforce

  • sf_lead
    • id
    • status
    • createddate
    • lastmodifieddate
    • converteddate
    • convertedopportunityid
    • leadsource
  • sf_opportunity
    • createddate
    • stagename
    • id
    • amount
    • iswon
    • lastmodifieddate
    • ownerid
  • sf_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 the Premium Integration, log in to Stitch Data account.

  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.

Videos

Signing Up



Integrating Sources



Adding objects for Salesforce