QuotaPath's integration with Looker allows you to easily import data from your Looker app to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.
Integration Requirements
Before connecting Looker to your QuotaPath workspace, you'll need to obtain the below information.
Domain: Domain for your Looker account, e.g. airbyte.cloud.looker.com,looker.[clientname].com,IP address
Client ID: The Client ID is first part of an API3 key that is specific to each Looker user.
For more information on where to find the Client ID, please visit Looker's documentation here.
Client Secret: The Client Secret is second part of an API3 key.
Query or Look: Choose whether you are connecting a Query or Look
Query or Look ID: The ID of the Query or Look
Data ID Field: The name of the field to be used as the unique ID for each record
Object: Define the object name to be used in QuotaPath
Once you have the above information, you're ready to connect Looker to your QuotaPath workspace!
How to connect Looker
To connect Looker to your QuotaPath workspace, open Integrations in the Data group of the left-hand navigation (it is not under Settings). If you already have a source connected, you will land on Connected; otherwise you will see Available. Find the Looker integration card and click ‘Connect’.
Integration Source Form
Enter the above information into the integration source form shown below and click 'Submit' when complete.
After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.
Sync Schedule
At the top of the following screen, use the dropdown selector to set the sync frequency. After the source is connected, open the Looker card and choose Manage source. To pull the latest records, an Admin clicks Sync and Refresh on the source page (that action is admin-only).
Objects
Next, select the object to import into your QuotaPath workspace. This is the same object that you named in the last step of the integration source form.
When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.
Once your integration is set up, you can map a component to this data. Visit How to Map a Component to your Data Source for more detailed instructions!