Guide: Using Integromat with Databox

Integromat is a middleware tool that lets you transfer data between apps. If a platform isn't available on Databox's list of native integrations, you can use Integromat to connect to that platform and push data to Databox. 


Integromat has a long list of native integrations along with the ability to sync custom data via the API.

HOW TO

How to connect an Integromat integration to Databox

To see if a platform is natively supported by Integromat, check out Integromat's integrations page. If your platform is listed, follow the steps below to connect your data to your Databox Account. 
1
 Log in to your Integromat Account and click  + Create a new scenario. A Scenario is a set of steps required to obtain, process, and push the data to Databox.

2
 From the list of integrations, select Databox and the platform where your data is stored    

3
 Next to the clock icon, click  ? 

4
 Click on the name of the platform you'd like to connect with Databox. This will reveal a list of actions. 

Pro Tip: Actions include everything from listing all open deals in a CRM to searching for all pending invoices in your Accounting app. 
5
 Select an Action
6
 Connect your account to Integromat by clicking  Add and enter your platform name and requested information in the Create a connection window. Click Continue
7
 After you've connected your platform with Integromat, right click on the round icon and select  Run this module only. This step is very important because it will get data from the destination and allow you to map what you want to push to Databox.

8
 Click on the Databox logo in the bottom of your screen. Select Submit data. This will set Databox as the destination of the Scenario you're creating.

9
 To connect to your specific Databox Account, log in to Databox and navigate to Data Sources. Copy the unique code from your Token Data Source. 
10
 In Integromat, click Add next to the Connection drop-down and paste your unique token in the Token textbox. 

11
 Map out the values you want to be pushing to Databox. This is essentially the same as pushing the data to Databox via the API ( more info can be found here).

How to push data to Databox

After you've created your Scenario in Integromat, you need to test the connection and make sure your data gets pushed at regular intervals. 

1
  In your Integromat Account, click on the name of the Scenario you created. Click Run once to manually run the Scenario in order to test that it’s working as expected. 

2
 If no errors are returned in Integromat, the next step is to check your Databox Account to validate that the appropriate data was pushed. To do this, start by opening a Databoard in the Designer, or creating a new Databoard. 
3
 On the left-hand side, click on the first icon to open the Datablock Library. From the Data Source drop-down list, select your Token Data Source.
4
 If your data successfully synced with Databox, you will see your metrics listed as Datablocks. To verify that the appropriate data was synced, drag and drop these Datablocks onto your Databoard where they will repopulate with data. 

5
 Now that you've validated the Scenario in Integromat and the data in Databox, it's time to set the Scenario so it automatically syncs with Databox. To do this, navigate back to your Integromat Account and click on the clock icon. This will open the Schedule setting window. 

6
 In the Minutes textbox, enter the frequency that you'd like your Scenario to run and your data to sync with Databox. Click OK to schedule your Scenario.
7
 Depending on your use case, you might also need to set the aggregation for your Metrics in Databox. This means you're giving the Databox system instructions on whether you want the values that are pushed for each Metric to be summed (like for "Ad Spend" when individual costs are summed together), or if the latest value should be displayed (like for "Current Balance" where the latest bank account balance is what matters).

How to create a custom API connection

If a platform isn't available on Integromat's list of native integrations, you can create your own integration that uses Integromat to sync data from your platform's API to Databox. Creating a custom API connection is relatively technical, so it's recommended that you have some experience with API calls before moving forward with this approach. 

In order for this to be possible, the platform you're looking to sync data from must have an open API and developer documentation available. This will confirm that you can obtain the data using the strategy outlined below. 

1
 Start by clicking + Create a new scenario:

2
  From the list of integrations, select Databox and the HTTP module. The HTTP module will allow you to make custom API calls. 

3
 Next to the  clock icon, click  
4
 Select the HTTP module. This will reveal a list of Actions. 
5
 Select an Action to make the HTTP request. Typically, we recommend to choose Make a request.
6
 Enter the API authentication parameters and the API request parameters. Sometimes this requires you to create Scenarios with multiple HTTP requests - one for obtaining an authentication token and one more where that token is passed along to make another request.

7
 The next steps will vary depending on the API you're syncing data from, the data sets you're pushing, the date formats, data aggregations, etc. The objective of these steps is to determine the numerical (metric) values, dates, and (optional) dimensions that should be synced with Databox. 
8
 Click  Run once to run your Scenario and test the HTTP request. This will pull in all of your data so you can later map and push it to Databox. 

9
 Once you're getting the data you need, follow the above steps for mapping the data and pushing it to Databox
 

How to find someone who can set this up for you

If you don't have the time or resources to set this up yourself, check out  Integromat's list of Registered Partners who can help create custom integrations for you.
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