How to connect a source:
Click on "Connect new source", which will allow you to choose the channel with which you would like to connect a source.
After choosing, you will be able to choose the channel account that you have connected with your account. Next, you will be able to choose a source that you wish to connect, after that, all that's left to do is to click on "Connect your data".
How to connect a new channel account and source:
Click on "Connect new source", which will allow you to choose the channel with which you would like to connect a source. Then click on "Connect new account"
After adding the channel account, choose the sources that you want to connect and click on "Connect your data":
How to remove a source:
When you want to remove sources, choose them by ticking them in a small box next to their names, and then click on the "Delete Sources" button, which will prompt you to enter "Delete" to make sure you want to do this change.
How to transfer a source:
Choose a source that was connected by a different Whatagraph account, or that was connected with the Whatagraph account that you are logged into. After choosing the sources, click on "Transfer source ownership" and choose one of the channel accounts that have been added with your Whatagraph account:
How to filter your data sources and channels:
You can filter the sources by channel, by the account that has connected them, assigned folders and status:
Additional features:
In Source Management, you are also able to check how many reports the source is being used in:
If you would like the sources to be more organised in the reports, we also recommend assigning the sources to specific folders, where they would only show up as options, instead of appearing in all folders:
You can also assign custom tags to each source. Learn more about creating them here.
