How to Connect to a Data Source

This article walks you through how to connect to a data source in QuotaPath.

After you log in, head to the Integrations page (bottom left in your Workspace).

On this page, you will see a list of all available integrations and any that you’ve already connected. You can narrow the list of available integrations by the type of source you want to connect to, such as business analytics, spreadsheet, accounting, or CRM. Some integrations are limited to our Premium tier

Once you find your source, click Connect.

Clicking Connect starts a quick authentication process. Each source authenticates a little differently. For details on a specific source, click Learn More On the connection card to open the Help Center documentation. This makes sure you have all the information you need to complete the connection.

After authenticating, the next step depends on the source. You may be prompted to select an import start date. The import start date controls when QuotaPath begins bringing data in from the source. Only records that were created or updated after the date you choose will be imported. This is an important distinction: if a record was created before 11/2024 but is then updated today, that record will still show up in QuotaPath. This selection is editable, so if you want to change the import date at any point in the future, you can easily.

Once you've selected an import start date, you will click submit to go to the next step. At this point, you have successfully connected to your source if it was a source requiring an import start date.

Next, set your sync schedule. By default, we recommend syncing every 24 hours. You can always adjust this later. You will also be able to select the time that your sync occurs daily. Most teams select to have their data update overnight if on a 24-hour schedule.

You will also select the objects you want to connect. You should select only the objects that directly contain data required to calculate your commissions. It's a helpful exercise to think about which fields and which objects you would navigate to in your data source if you needed to calculate commissions manually today.

Once your object selections are made, click Sync Now. This starts the sync process, bringing your data into QuotaPath. You will get an email notification when the sync is complete, so you do not need to stay on the page. You can close it.

After the sync, you will see the source under Connected Integrations, alongside the Available Integrations and Apps tab. You can adjust the connected objects at any time. On the integration card for your data source, click Manage, then go to the Objects page to update your selections. Go to the Manage Source tab to update your sync schedule or import start date.