Available Connections

How to Set Up Connections

Setting up connections in AutyFi is essential for integrating various services and platforms to streamline your workflow and enhance data management. As shown in the image, the Available Connections page displays a wide range of services you can connect with AutyFi, such as Google Analytics, Stripe, Microsoft SQL Server, HubSpot CRM, Google Sheets, MailChimp, Salesforce, and many more.

To set up a connection, follow these simple steps:

1. Navigate to the Connections section in the left-hand menu.
2. Browse through the available connections or use the search bar to find the specific service you want to connect.
3. Click on the "+" button next to the desired service. This will initiate the connection setup process.
4. Follow the prompts to authenticate and authorize the connection. This may involve logging into your account for the selected service and granting necessary permissions.
5. Confirm the connection and list it under your connected services.

Completing these steps will allow you to integrate multiple services into AutyFi, allowing for seamless data flow and comprehensive management of your business operations.

Key Features

• Platform Integration: Connect to platforms like Google Analytics, QuickBooks Online, Salesforce, and Shopify.

• Automated Data Processing: AutyFi automatically pulls and processes data from these platforms.

My Connections

Accessing My Connections

1. Login to your AutyFi account.

2. Navigate to the Connections tab:

   • Use the left-hand navigation bar.

3. Connections Dashboard:

   • Choose “My Connections” from the menu at the top of the screen.

Key Features

• View Connections: View all current platform connections.

• Monitor Integrations: Monitor active data integrations.
  

Accessing Sync History

1. Login to your AutyFi account.

2. Navigate to the Connections tab:

   • Use the left-hand navigation bar.

3. Connections Dashboard:

   • Choose “Sync History” from the menu at the top of the screen.

Key Features

• • Track Data Syncs: Track all data syncs and connections.

  • Review Imported Data: Review details of imported data and identify any missing information.

Tips

• Regularly check your connections and sync history to maintain data accuracy and security.
• Update connections as needed to match your evolving business requirements.