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      Guide: Using Help Scout Docs with Databox

      HOW TO

      How to connect Help Scout Docs to Databox

      IN THIS SECTION

      How to connect Help Scout Docs to Databox

      To connect a Help Scout Docs Account in Databox, go to  Data Manager > + New connection. Type Help Scout Docs in the search bar and click on the green Connect button. Next, click the green Connect now button.

      This will open the  Authorization window. Click on the blue Authorize button to authorize the Databox app. 

      Pro Tip: Each Help Scout Docs Account must be connected as a separate Data Source in Databox (1 Account = 1 Data Source). Learn more here.

      Which Help Scout Docs plans have API access

      You should be on the Pro or Plus Help Scout plan in your Help Scout Account to access reporting endpoints via API integration. An Access Denied Error can occur if you are on a standard plan in your Help Scout Account. 

      What's the maximum amount of historical data initially available when you use a new Help Scout Docs Metric in Databox?

      Data is synced for the Metrics that are being used in your Account, so when you first use a new Help Scout Docs Metric, the maximum amount of historical data available is 36 months.

      The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more here. 

      Pro Tip: In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more here.    

      What time zone does Help Scout Docs data sync in? 

      Help Scout Docs data is synced in UTC.

      How to access pre-built Help Scout Docs Templates

      1. Navigate to Databoards > Public Templates
      2. In the Data Source drop-down list, select Help Scout Docs
      3. To view a preview of the Template populated with dummy data, click Preview
      4. To pull the Template into your Account and re-populate it with your own Help Scout Docs data, click Use Template
      5. Select the appropriate Help Scout Docs Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Help Scout Docs Account and can be found on the  Databoards page

      Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

      Popular Help Scout Docs Templates

      Help Scout Docs Report
       
      Help Scout Docs Report template gives you insights about Article View, Failed Searches, Top Categories, Top Articles and more

      How to build a Databoard using Help Scout Docs data

      IN THIS SECTION

      Popular Help Scout Docs Metrics

      Visits

      Popular Searches Results by Search Term

      Articles Viewed per Visit

      View a full list of Help Scout Docs Metrics available in Databox here.

      How to build a Databoard

       

      1. Navigate to  Databoards > + New Databoard > Start Blank
      2. Click on the Metric Library icon on the left-hand side of the Designer
         
      3. Select the appropriate Help Scout Docs Account from the Data Source drop-down list in the Metric Library
      4. View the list of pre-built Help Scout Docs Datablocks in the  Metric Library. Drag and drop your selected Datablock onto your Databoard    
      5. If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon
      6. View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
      7. Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer
      8. In the  Metrics drop-down, click  Data Source to select the appropriate Data Source. This will filter out metrics from the specific Data Source.
      9. In the main Metrics drop-down, select the metric you'd like to display on the Datablock, using the Search bar if needed. This will update the Datablock and it will populate with the corresponding data 
         
      10. Complete steps 4-9 until your Databoard is complete